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 | $96,597 | $104,974-8.0% | $95,585+1.1% | $142,382-32.2% |
| Participation rate | 82.4% | 75.0%+7.4pp | 72.1%+10.3pp | 80.1%+2.2pp |
| Annual return | 13.44% | 210.33%-196.9pp | 38.56%-25.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,593 | $2,779-42.7% | $2,527-37.0% | $4,299-62.9% |
| Participant deferral / active EE | $6,957 | $4,352+59.9% | $4,023+72.9% | $6,507+6.9% |
| Admin fee / account holder | $33,553 | $6,386+425.4% | $6,127+447.6% | $12,624+165.8% |