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 | $95,906 | $70,428+36.2% | $96,562-0.7% | $85,850+11.7% |
| Participation rate | 90.1% | 61.8%+28.3pp | 69.8%+20.3pp | 69.3%+20.8pp |
| Annual return | 13.31% | 18.59%-5.3pp | 37.78%-24.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,103 | $1,413-21.9% | $2,356-53.2% | $2,565-57.0% |
| Participant deferral / active EE | $4,125 | $2,894+42.6% | $3,849+7.2% | $3,952+4.4% |
| Admin fee / account holder | $4,029 | $4,997-19.4% | $6,181-34.8% | $6,260-35.6% |