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 | $99,603 | $102,317-2.7% | $146,958-32.2% | $80,856+23.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 12.48% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,049 | $3,713-71.8% | $4,933-78.7% | $2,755-61.9% |
| Participant deferral / active EE | $6,899 | $6,644+3.8% | $8,070-14.5% | $4,296+60.6% |
| Admin fee / account holder | $5,164 | $7,941-35.0% | $12,998-60.3% | $6,918-25.3% |