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 | $93,907 | $101,069-7.1% | $81,478+15.3% | $147,584-36.4% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 18.10% | 32.40%-14.3pp | 38.78%-20.7pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,808 | $3,205+18.8% | $2,568+48.3% | $4,876-21.9% |
| Participant deferral / active EE | $2,754 | $4,242-35.1% | $3,537-22.1% | $5,439-49.4% |
| Admin fee / account holder | $743 | $5,812-87.2% | $4,561-83.7% | $10,885-93.2% |