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 | $96,549 | $232,540-58.5% | $185,117-47.8% | $147,584-34.6% |
| Participation rate | 84.6% | 82.4%+2.3pp | 77.3%+7.4pp | 82.8%+1.8pp |
| Annual return | 17.69% | 43.03%-25.3pp | 40.50%-22.8pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,488 | $5,195-52.1% | $4,182-40.5% | $4,876-49.0% |
| Participant deferral / active EE | $8,553 | $5,834+46.6% | $5,045+69.5% | $5,439+57.3% |
| Admin fee / account holder | $1,336 | $10,275-87.0% | $8,159-83.6% | $10,885-87.7% |