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 | $93,305 | $102,317-8.8% | $146,958-36.5% | $80,856+15.4% |
| Participation rate | 95.8% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 23.24% | 134.76%-111.5pp | 418.34%-395.1pp | 35.59%-12.4pp |
| Employer contribution / active EE | $13,419 | $3,713+261.4% | $4,933+172.0% | $2,755+387.1% |
| Participant deferral / active EE | $11,652 | $6,644+75.4% | $8,070+44.4% | $4,296+171.2% |
| Admin fee / account holder | $5,527 | $7,941-30.4% | $12,998-57.5% | $6,918-20.1% |