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 9-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 | $100,196 | $86,286+16.1% | $111,297-10.0% | $85,850+16.7% |
| Participation rate | 79.5% | 73.3%+6.2pp | 77.3%+2.2pp | 69.3%+10.2pp |
| Annual return | 32.93% | 19.99%+12.9pp | 54.65%-21.7pp | 318.53%-285.6pp |
| Employer contribution / active EE | $661 | $2,043-67.7% | $2,731-75.8% | $2,565-74.2% |
| Participant deferral / active EE | $3,967 | $3,641+9.0% | $4,487-11.6% | $3,952+0.4% |
| Admin fee / account holder | $5,396 | $8,188-34.1% | $7,964-32.2% | $6,260-13.8% |