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 | $99,951 | $112,096-10.8% | $95,952+4.2% | $158,922-37.1% |
| Participation rate | 76.2% | 79.0%-2.8pp | 77.1%-0.9pp | 82.0%-5.8pp |
| Annual return | 13.81% | 171.09%-157.3pp | 91.61%-77.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,297 | $3,198-59.4% | $2,541-48.9% | $4,761-72.8% |
| Participant deferral / active EE | $3,656 | $4,784-23.6% | $4,167-12.3% | $5,982-38.9% |
| Admin fee / account holder | $7,380 | $10,130-27.2% | $6,795+8.6% | $11,246-34.4% |