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 | $97,432 | $99,985-2.6% | $146,665-33.6% | $85,850+13.5% |
| Participation rate | 92.3% | 73.1%+19.3pp | 80.1%+12.2pp | 69.3%+23.0pp |
| Annual return | 12.96% | 18.93%-6.0pp | 22.74%-9.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $4,026 | $2,559+57.3% | $4,136-2.7% | $2,565+56.9% |
| Participant deferral / active EE | $4,210 | $4,006+5.1% | $5,506-23.5% | $3,952+6.5% |
| Admin fee / account holder | $660 | $7,702-91.4% | $10,280-93.6% | $6,260-89.5% |