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 | $97,812 | $89,355+9.5% | $141,162-30.7% | $72,985+34.0% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.5%-8.2pp | 69.5%+4.8pp |
| Annual return | 24.97% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,380 | $3,114-55.7% | $4,735-70.9% | $2,440-43.4% |
| Participant deferral / active EE | $3,103 | $5,418-42.7% | $6,709-53.8% | $3,607-14.0% |
| Admin fee / account holder | $479 | $5,958-92.0% | $10,261-95.3% | $5,124-90.7% |