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 | $94,382 | $91,538+3.1% | $129,995-27.4% | $75,163+25.6% |
| Participation rate | 96.6% | 71.4%+25.1pp | 78.5%+18.1pp | 67.2%+29.4pp |
| Annual return | 19.56% | -631.11%+650.7pp | -137.18%+156.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,529 | $2,845-46.2% | $4,320-64.6% | $2,670-42.7% |
| Participant deferral / active EE | $3,422 | $4,341-21.2% | $5,820-41.2% | $4,125-17.0% |
| Admin fee / account holder | $4,195 | $6,790-38.2% | $10,614-60.5% | $5,651-25.8% |