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 | $81,041 | $99,985-18.9% | $146,665-44.7% | $85,850-5.6% |
| Participation rate | 96.5% | 73.1%+23.4pp | 80.1%+16.4pp | 69.3%+27.2pp |
| Annual return | 13.36% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,244 | $2,559-12.3% | $4,136-45.7% | $2,565-12.5% |
| Participant deferral / active EE | $5,091 | $4,006+27.1% | $5,506-7.5% | $3,952+28.8% |
| Admin fee / account holder | $1,200 | $7,702-84.4% | $10,280-88.3% | $6,260-80.8% |