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 | $81,183 | $100,773-19.4% | $88,946-8.7% | $142,382-43.0% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 15.82% | 70.18%-54.4pp | 57.82%-42.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,350 | $2,918-19.5% | $2,555-8.0% | $4,299-45.3% |
| Participant deferral / active EE | $2,932 | $5,230-43.9% | $4,581-36.0% | $6,507-54.9% |
| Admin fee / account holder | $1,662 | $9,693-82.9% | $8,261-79.9% | $12,624-86.8% |