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 | $88,086 | $102,966-14.5% | $90,281-2.4% | $152,861-42.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 21.99% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,981 | $3,139-36.9% | $2,854-30.6% | $4,762-58.4% |
| Participant deferral / active EE | $7,005 | $4,281+63.6% | $3,885+80.3% | $5,850+19.7% |
| Admin fee / account holder | $2,015 | $6,171-67.3% | $5,351-62.3% | $11,596-82.6% |