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 7-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 | $96,269 | $100,773-4.5% | $88,946+8.2% | $142,382-32.4% |
| Participation rate | 76.5% | 74.3%+2.2pp | 68.8%+7.6pp | 80.1%-3.6pp |
| Annual return | 17.17% | 70.18%-53.0pp | 57.82%-40.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,298 | $2,918-21.2% | $2,555-10.0% | $4,299-46.5% |
| Participant deferral / active EE | $7,306 | $5,230+39.7% | $4,581+59.5% | $6,507+12.3% |
| Admin fee / account holder | $1,467 | $9,693-84.9% | $8,261-82.2% | $12,624-88.4% |