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 | $97,923 | $81,208+20.6% | $98,907-1.0% | $79,858+22.6% |
| Participation rate | 91.2% | 72.5%+18.7pp | 76.0%+15.2pp | 69.6%+21.5pp |
| Annual return | 11.37% | 60.99%-49.6pp | 196.43%-185.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $655 | $1,960-66.6% | $2,689-75.6% | $2,471-73.5% |
| Participant deferral / active EE | $2,429 | $3,265-25.6% | $4,244-42.8% | $3,740-35.1% |
| Admin fee / account holder | $37,804 | $6,013+528.7% | $6,642+469.2% | $5,306+612.4% |