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 | $97,188 | $103,376-6.0% | $87,100+11.6% | $152,861-36.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 21.78% | 28.10%-6.3pp | 28.19%-6.4pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,157 | $3,220-64.1% | $2,521-54.1% | $4,762-75.7% |
| Participant deferral / active EE | $9,043 | $4,778+89.3% | $4,049+123.4% | $5,850+54.6% |
| Admin fee / account holder | $1,251 | $12,205-89.8% | $7,497-83.3% | $11,596-89.2% |