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 | $85,966 | $100,773-14.7% | $88,946-3.3% | $142,382-39.6% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 12.33% | 70.18%-57.9pp | 57.82%-45.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,623 | $2,918+24.2% | $2,555+41.8% | $4,299-15.7% |
| Participant deferral / active EE | $6,676 | $5,230+27.6% | $4,581+45.7% | $6,507+2.6% |
| Admin fee / account holder | $1,570 | $9,693-83.8% | $8,261-81.0% | $12,624-87.6% |