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 | $96,264 | $91,538+5.2% | $129,995-25.9% | $75,163+28.1% |
| Participation rate | 81.5% | 71.4%+10.0pp | 78.5%+3.0pp | 67.2%+14.3pp |
| Annual return | 17.79% | -631.11%+648.9pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $5,850 | $2,845+105.6% | $4,320+35.4% | $2,670+119.1% |
| Participant deferral / active EE | $8,537 | $4,341+96.7% | $5,820+46.7% | $4,125+107.0% |
| Admin fee / account holder | $14,633 | $6,790+115.5% | $10,614+37.9% | $5,651+159.0% |