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 | $89,308 | $89,753-0.5% | $107,525-16.9% | $84,808+5.3% |
| Participation rate | 83.9% | 68.1%+15.8pp | 75.1%+8.8pp | 68.3%+15.6pp |
| Annual return | 13.59% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,686 | $3,113-45.8% | $3,754-55.1% | $2,631-35.9% |
| Participant deferral / active EE | $4,515 | $4,056+11.3% | $5,116-11.7% | $4,212+7.2% |
| Admin fee / account holder | $10,843 | $7,222+50.1% | $8,919+21.6% | $7,344+47.7% |