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 | $98,035 | $137,414-28.7% | $189,513-48.3% | $85,850+14.2% |
| Participation rate | 95.8% | 84.6%+11.2pp | 87.8%+8.0pp | 69.3%+26.5pp |
| Annual return | 14.10% | 38.14%-24.0pp | 555.15%-541.1pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,599 | $4,344-40.2% | $6,162-57.8% | $2,565+1.3% |
| Participant deferral / active EE | $4,566 | $6,260-27.1% | $8,221-44.5% | $3,952+15.5% |
| Admin fee / account holder | $26,720 | $8,630+209.6% | $12,045+121.8% | $6,260+326.8% |