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 | $98,335 | $74,888+31.3% | $71,209+38.1% | $142,382-30.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 13.49% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $396 | $2,854-86.1% | $2,721-85.5% | $4,299-90.8% |
| Participant deferral / active EE | $3,495 | $4,454-21.5% | $4,175-16.3% | $6,507-46.3% |
| Admin fee / account holder | $1,098 | $5,568-80.3% | $5,349-79.5% | $12,624-91.3% |