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 | $97,237 | $100,773-3.5% | $88,946+9.3% | $142,382-31.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 18.48% | 70.18%-51.7pp | 57.82%-39.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,482 | $2,918-49.2% | $2,555-42.0% | $4,299-65.5% |
| Participant deferral / active EE | $7,240 | $5,230+38.4% | $4,581+58.0% | $6,507+11.3% |
| Admin fee / account holder | $1,496 | $9,693-84.6% | $8,261-81.9% | $12,624-88.1% |