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 | $98,435 | $91,552+7.5% | $133,956-26.5% | $79,858+23.3% |
| Participation rate | 94.6% | 73.3%+21.2pp | 79.8%+14.8pp | 69.6%+25.0pp |
| Annual return | 16.92% | 61.85%-44.9pp | 45.09%-28.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $833 | $2,384-65.1% | $3,919-78.7% | $2,471-66.3% |
| Participant deferral / active EE | $3,648 | $3,733-2.3% | $5,048-27.7% | $3,740-2.5% |
| Admin fee / account holder | $1,625 | $6,321-74.3% | $8,927-81.8% | $5,306-69.4% |