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 | $96,553 | $82,630+16.9% | $64,105+50.6% | $125,391-23.0% |
| Participation rate | 91.3% | 75.9%+15.5pp | 68.2%+23.1pp | 83.2%+8.1pp |
| Annual return | 2.91% | 1489.72%-1486.8pp | 791.24%-788.3pp | 282.22%-279.3pp |
| Employer contribution / active EE | $1,096 | $2,671-59.0% | $1,820-39.8% | $4,866-77.5% |
| Participant deferral / active EE | $2,269 | $3,608-37.1% | $2,822-19.6% | $5,352-57.6% |
| Admin fee / account holder | $1,005 | $6,382-84.3% | $4,499-77.7% | $9,540-89.5% |