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 | $87,851 | $100,773-12.8% | $88,946-1.2% | $142,382-38.3% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 17.17% | 70.18%-53.0pp | 57.82%-40.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,131 | $2,918+75.9% | $2,555+100.8% | $4,299+19.4% |
| Participant deferral / active EE | $15,178 | $5,230+190.2% | $4,581+231.3% | $6,507+133.3% |
| Admin fee / account holder | $1,449 | $9,693-85.1% | $8,261-82.5% | $12,624-88.5% |