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 | $91,582 | $100,773-9.1% | $88,946+3.0% | $142,382-35.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 13.30% | 70.18%-56.9pp | 57.82%-44.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,635 | $2,918-44.0% | $2,555-36.0% | $4,299-62.0% |
| Participant deferral / active EE | $3,856 | $5,230-26.3% | $4,581-15.8% | $6,507-40.7% |
| Admin fee / account holder | $15,430 | $9,693+59.2% | $8,261+86.8% | $12,624+22.2% |