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 | $99,022 | $152,587-35.1% | $125,175-20.9% | $152,861-35.2% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 20.63% | 54.84%-34.2pp | 43.79%-23.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,781 | $4,946-64.0% | $3,865-53.9% | $4,762-62.6% |
| Participant deferral / active EE | $7,636 | $5,868+30.1% | $4,937+54.7% | $5,850+30.5% |
| Admin fee / account holder | $22,570 | $13,434+68.0% | $9,702+132.6% | $11,596+94.6% |