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 | $83,536 | $86,286-3.2% | $111,297-24.9% | $85,850-2.7% |
| Participation rate | 85.3% | 73.3%+12.0pp | 77.3%+8.0pp | 69.3%+16.0pp |
| Annual return | 13.35% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,854 | $2,043+39.7% | $2,731+4.5% | $2,565+11.3% |
| Participant deferral / active EE | $3,555 | $3,641-2.4% | $4,487-20.8% | $3,952-10.0% |
| Admin fee / account holder | $31,025 | $8,188+278.9% | $7,964+289.6% | $6,260+395.6% |