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 | $94,802 | $86,286+9.9% | $111,297-14.8% | $85,850+10.4% |
| Participation rate | 90.0% | 73.3%+16.7pp | 77.3%+12.7pp | 69.3%+20.7pp |
| Annual return | 13.26% | 19.99%-6.7pp | 54.65%-41.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,971 | $2,043-3.5% | $2,731-27.8% | $2,565-23.1% |
| Participant deferral / active EE | $5,405 | $3,641+48.5% | $4,487+20.4% | $3,952+36.8% |
| Admin fee / account holder | $2,358 | $8,188-71.2% | $7,964-70.4% | $6,260-62.3% |