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 | $89,370 | $102,317-12.7% | $146,958-39.2% | $80,856+10.5% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 12.64% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,650 | $3,713-55.6% | $4,933-66.6% | $2,755-40.1% |
| Participant deferral / active EE | $4,727 | $6,644-28.8% | $8,070-41.4% | $4,296+10.0% |
| Admin fee / account holder | $353 | $7,941-95.5% | $12,998-97.3% | $6,918-94.9% |