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 | $97,203 | $115,770-16.0% | $101,248-4.0% | $158,922-38.8% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 9.71% | 56.14%-46.4pp | 46.47%-36.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,140 | $4,175-72.7% | $3,660-68.8% | $4,761-76.0% |
| Participant deferral / active EE | $3,546 | $4,957-28.5% | $4,370-18.9% | $5,982-40.7% |
| Admin fee / account holder | $3,335 | $7,245-54.0% | $5,945-43.9% | $11,246-70.3% |