See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,662 | $99,985-9.3% | $146,665-38.2% | $85,850+5.6% |
| Participation rate | 98.8% | 73.1%+25.7pp | 80.1%+18.7pp | 69.3%+29.5pp |
| Annual return | 11.88% | 18.93%-7.0pp | 22.74%-10.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,721 | $2,559+6.4% | $4,136-34.2% | $2,565+6.1% |
| Participant deferral / active EE | $5,620 | $4,006+40.3% | $5,506+2.1% | $3,952+42.2% |
| Admin fee / account holder | $7,903 | $7,702+2.6% | $10,280-23.1% | $6,260+26.3% |