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 | $97,567 | $91,552+6.6% | $133,956-27.2% | $79,858+22.2% |
| Participation rate | 82.5% | 73.3%+9.2pp | 79.8%+2.7pp | 69.6%+12.9pp |
| Annual return | 13.26% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,249 | $3,733+94.2% | $5,048+43.6% | $3,740+93.8% |
| Admin fee / account holder | $16,126 | $6,321+155.1% | $8,927+80.6% | $5,306+203.9% |