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 | $93,336 | $91,538+2.0% | $129,995-28.2% | $75,163+24.2% |
| Participation rate | 97.4% | 71.4%+26.0pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 19.11% | -631.11%+650.2pp | -137.18%+156.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,659 | $2,845-41.7% | $4,320-61.6% | $2,670-37.9% |
| Participant deferral / active EE | $4,221 | $4,341-2.8% | $5,820-27.5% | $4,125+2.3% |
| Admin fee / account holder | $6,931 | $6,790+2.1% | $10,614-34.7% | $5,651+22.7% |