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 | $86,658 | $86,286+0.4% | $111,297-22.1% | $85,850+0.9% |
| Participation rate | 89.1% | 73.3%+15.7pp | 77.3%+11.8pp | 69.3%+19.7pp |
| Annual return | 53.74% | 19.99%+33.8pp | 54.65%-0.9pp | 318.53%-264.8pp |
| Employer contribution / active EE | $1,768 | $2,043-13.5% | $2,731-35.3% | $2,565-31.1% |
| Participant deferral / active EE | $2,099 | $3,641-42.3% | $4,487-53.2% | $3,952-46.9% |
| Admin fee / account holder | $3,441 | $8,188-58.0% | $7,964-56.8% | $6,260-45.0% |