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 | $90,936 | $112,096-18.9% | $95,952-5.2% | $158,922-42.8% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | 10.02% | 171.09%-161.1pp | 91.61%-81.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,014 | $3,198-37.0% | $2,541-20.7% | $4,761-57.7% |
| Participant deferral / active EE | $4,754 | $4,784-0.6% | $4,167+14.1% | $5,982-20.5% |
| Admin fee / account holder | $5,043 | $10,130-50.2% | $6,795-25.8% | $11,246-55.2% |