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 | $96,066 | $102,317-6.1% | $146,958-34.6% | $80,856+18.8% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 17.11% | 134.76%-117.7pp | 418.34%-401.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,519 | $3,713-59.1% | $4,933-69.2% | $2,755-44.8% |
| Participant deferral / active EE | $6,673 | $6,644+0.4% | $8,070-17.3% | $4,296+55.3% |
| Admin fee / account holder | $2,319 | $7,941-70.8% | $12,998-82.2% | $6,918-66.5% |