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 | $96,280 | $110,261-12.7% | $95,745+0.6% | $139,434-30.9% |
| Participation rate | 78.6% | 75.8%+2.8pp | 72.3%+6.3pp | 80.3%-1.7pp |
| Annual return | 12.23% | 27.11%-14.9pp | 28.35%-16.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,001 | $3,257-38.6% | $2,835-29.4% | $4,751-57.9% |
| Participant deferral / active EE | $5,374 | $4,676+14.9% | $4,245+26.6% | $6,710-19.9% |
| Admin fee / account holder | $2,386 | $6,613-63.9% | $5,678-58.0% | $11,403-79.1% |