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 | $87,998 | $118,680-25.9% | $98,907-11.0% | $158,922-44.6% |
| Participation rate | 81.3% | 77.8%+3.4pp | 76.0%+5.2pp | 82.0%-0.7pp |
| Annual return | 20.32% | 372.35%-352.0pp | 196.43%-176.1pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,144 | $3,333-35.7% | $2,689-20.3% | $4,761-55.0% |
| Participant deferral / active EE | $2,367 | $5,088-53.5% | $4,244-44.2% | $5,982-60.4% |
| Admin fee / account holder | $1,450 | $10,131-85.7% | $6,642-78.2% | $11,246-87.1% |