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 6-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 | $97,635 | $93,571+4.3% | $135,903-28.2% | $75,163+29.9% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 16.66% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,926 | $3,537-45.5% | $4,856-60.3% | $2,670-27.8% |
| Participant deferral / active EE | $3,995 | $6,404-37.6% | $7,758-48.5% | $4,125-3.2% |
| Admin fee / account holder | $2,307 | $6,975-66.9% | $10,762-78.6% | $5,651-59.2% |