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 | $107,475 | $118,849-9.6% | $96,562+11.3% | $167,490-35.8% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 17.88% | 50.49%-32.6pp | 37.78%-19.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,146 | $3,120-63.3% | $2,356-51.4% | $4,837-76.3% |
| Participant deferral / active EE | $3,975 | $4,616-13.9% | $3,849+3.3% | $6,341-37.3% |
| Admin fee / account holder | $577 | $8,065-92.8% | $6,181-90.7% | $12,309-95.3% |