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 | $99,185 | $98,750+0.4% | $149,696-33.7% | $79,858+24.2% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 16.69% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,246 | $3,216-61.3% | $4,644-73.2% | $2,471-49.6% |
| Participant deferral / active EE | $5,423 | $5,680-4.5% | $6,842-20.7% | $3,740+45.0% |
| Admin fee / account holder | $901 | $6,053-85.1% | $9,309-90.3% | $5,306-83.0% |