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 | $88,988 | $89,355-0.4% | $141,162-37.0% | $72,985+21.9% |
| Participation rate | 75.6% | 75.1%+0.5pp | 82.5%-6.9pp | 69.5%+6.1pp |
| Annual return | 22.23% | 111.85%-89.6pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,155 | $3,114-30.8% | $4,735-54.5% | $2,440-11.7% |
| Participant deferral / active EE | $8,201 | $5,418+51.4% | $6,709+22.2% | $3,607+127.3% |
| Admin fee / account holder | $5,179 | $5,958-13.1% | $10,261-49.5% | $5,124+1.1% |