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 | $91,812 | $74,888+22.6% | $71,209+28.9% | $142,382-35.5% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 29.66% | 345.14%-315.5pp | 282.51%-252.9pp | 217.08%-187.4pp |
| Employer contribution / active EE | $2,106 | $2,854-26.2% | $2,721-22.6% | $4,299-51.0% |
| Participant deferral / active EE | $4,310 | $4,454-3.2% | $4,175+3.2% | $6,507-33.8% |
| Admin fee / account holder | $1,468 | $5,568-73.6% | $5,349-72.6% | $12,624-88.4% |