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 | $91,942 | $112,096-18.0% | $95,952-4.2% | $158,922-42.1% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 13.59% | 171.09%-157.5pp | 91.61%-78.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,282 | $3,198-28.7% | $2,541-10.2% | $4,761-52.1% |
| Participant deferral / active EE | $4,896 | $4,784+2.3% | $4,167+17.5% | $5,982-18.2% |
| Admin fee / account holder | $2,089 | $10,130-79.4% | $6,795-69.3% | $11,246-81.4% |