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 | $88,844 | $162,781-45.4% | $133,956-33.7% | $158,922-44.1% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 14.63% | 41.94%-27.3pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,366 | $4,975-32.3% | $3,919-14.1% | $4,761-29.3% |
| Participant deferral / active EE | $8,617 | $5,911+45.8% | $5,048+70.7% | $5,982+44.0% |
| Admin fee / account holder | $584 | $11,736-95.0% | $8,927-93.5% | $11,246-94.8% |