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 | $99,819 | $137,414-27.4% | $189,513-47.3% | $85,850+16.3% |
| Participation rate | 75.8% | 84.6%-8.9pp | 87.8%-12.0pp | 69.3%+6.4pp |
| Annual return | 13.30% | 38.14%-24.8pp | 555.15%-541.8pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,238 | $4,344-25.5% | $6,162-47.4% | $2,565+26.2% |
| Participant deferral / active EE | $3,754 | $6,260-40.0% | $8,221-54.3% | $3,952-5.0% |
| Admin fee / account holder | $2,775 | $8,630-67.8% | $12,045-77.0% | $6,260-55.7% |