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 8-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 | $95,943 | $100,773-4.8% | $88,946+7.9% | $142,382-32.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 50.58% | 70.18%-19.6pp | 57.82%-7.2pp | 217.08%-166.5pp |
| Employer contribution / active EE | $2,404 | $2,918-17.6% | $2,555-5.9% | $4,299-44.1% |
| Participant deferral / active EE | $9,389 | $5,230+79.5% | $4,581+104.9% | $6,507+44.3% |
| Admin fee / account holder | $1,697 | $9,693-82.5% | $8,261-79.5% | $12,624-86.6% |