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 | $89,829 | $89,753+0.1% | $107,525-16.5% | $84,808+5.9% |
| Participation rate | 82.1% | 68.1%+14.0pp | 75.1%+7.0pp | 68.3%+13.8pp |
| Annual return | 24.07% | 29.48%-5.4pp | 181.32%-157.3pp | 40.90%-16.8pp |
| Employer contribution / active EE | $1,142 | $3,113-63.3% | $3,754-69.6% | $2,631-56.6% |
| Participant deferral / active EE | $7,252 | $4,056+78.8% | $5,116+41.8% | $4,212+72.2% |
| Admin fee / account holder | $2,162 | $7,222-70.1% | $8,919-75.8% | $7,344-70.6% |