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 | $99,095 | $111,724-11.3% | $93,606+5.9% | $145,922-32.1% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 12.99% | 202.98%-190.0pp | 133.20%-120.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,763 | $3,090-10.6% | $2,420+14.2% | $4,660-40.7% |
| Participant deferral / active EE | $5,892 | $4,912+20.0% | $4,411+33.6% | $6,688-11.9% |
| Admin fee / account holder | $3,294 | $10,250-67.9% | $8,285-60.2% | $13,397-75.4% |