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 | $88,436 | $115,770-23.6% | $101,248-12.7% | $158,922-44.4% |
| Participation rate | 72.2% | 79.4%-7.1pp | 75.8%-3.6pp | 82.0%-9.7pp |
| Annual return | 21.55% | 56.14%-34.6pp | 46.47%-24.9pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,708 | $4,175-35.1% | $3,660-26.0% | $4,761-43.1% |
| Participant deferral / active EE | $6,050 | $4,957+22.0% | $4,370+38.4% | $5,982+1.1% |
| Admin fee / account holder | $582 | $7,245-92.0% | $5,945-90.2% | $11,246-94.8% |