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 | $91,000 | $109,327-16.8% | $89,391+1.8% | $158,922-42.7% |
| Participation rate | 94.1% | 74.3%+19.9pp | 68.0%+26.1pp | 82.0%+12.2pp |
| Annual return | 17.86% | 345.68%-327.8pp | 245.62%-227.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,047 | $3,170-67.0% | $2,586-59.5% | $4,761-78.0% |
| Participant deferral / active EE | $7,275 | $4,598+58.2% | $3,890+87.0% | $5,982+21.6% |
| Admin fee / account holder | $844 | $6,153-86.3% | $4,881-82.7% | $11,246-92.5% |