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 | $88,573 | $99,877-11.3% | $84,966+4.2% | $145,922-39.3% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 12.56% | 83.76%-71.2pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,888 | $3,231-10.6% | $2,727+5.9% | $4,660-38.0% |
| Participant deferral / active EE | $6,845 | $5,291+29.4% | $4,519+51.5% | $6,688+2.3% |
| Admin fee / account holder | $1,017 | $7,248-86.0% | $6,149-83.5% | $13,397-92.4% |