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 8-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 | $89,394 | $99,985-10.6% | $146,665-39.0% | $85,850+4.1% |
| Participation rate | 90.7% | 73.1%+17.7pp | 80.1%+10.7pp | 69.3%+21.4pp |
| Annual return | 13.34% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $4,774 | $2,559+86.6% | $4,136+15.4% | $2,565+86.1% |
| Participant deferral / active EE | $11,305 | $4,006+182.2% | $5,506+105.3% | $3,952+186.1% |
| Admin fee / account holder | $2,335 | $7,702-69.7% | $10,280-77.3% | $6,260-62.7% |