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 | $88,386 | $91,538-3.4% | $129,995-32.0% | $75,163+17.6% |
| Participation rate | 97.1% | 71.4%+25.7pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 15.09% | -631.11%+646.2pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,848 | $2,845+35.3% | $4,320-10.9% | $2,670+44.1% |
| Participant deferral / active EE | $2,978 | $4,341-31.4% | $5,820-48.8% | $4,125-27.8% |
| Admin fee / account holder | $19,064 | $6,790+180.8% | $10,614+79.6% | $5,651+237.4% |