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 | $97,174 | $85,766+13.3% | $136,294-28.7% | $70,131+38.6% |
| Participation rate | 98.2% | 74.2%+24.1pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 15.62% | 31.45%-15.8pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,980 | $2,966-33.2% | $4,695-57.8% | $2,342-15.5% |
| Participant deferral / active EE | $7,194 | $5,051+42.4% | $6,247+15.2% | $3,332+115.9% |
| Admin fee / account holder | $17,925 | $5,420+230.7% | $9,243+93.9% | $4,645+285.9% |