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 | $88,445 | $115,770-23.6% | $101,248-12.6% | $158,922-44.3% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 25.78% | 56.14%-30.4pp | 46.47%-20.7pp | 302.83%-277.0pp |
| Employer contribution / active EE | $2,961 | $4,175-29.1% | $3,660-19.1% | $4,761-37.8% |
| Participant deferral / active EE | $9,685 | $4,957+95.4% | $4,370+121.6% | $5,982+61.9% |
| Admin fee / account holder | $2,548 | $7,245-64.8% | $5,945-57.1% | $11,246-77.3% |