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 | $98,758 | $98,240+0.5% | $82,313+20.0% | $147,584-33.1% |
| Participation rate | 70.6% | 79.7%-9.1pp | 76.9%-6.3pp | 82.8%-12.2pp |
| Annual return | 14.59% | 30.85%-16.3pp | 25.88%-11.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,581 | $3,192-50.5% | $2,428-34.9% | $4,876-67.6% |
| Participant deferral / active EE | $4,127 | $4,383-5.9% | $3,706+11.4% | $5,439-24.1% |
| Admin fee / account holder | $926 | $8,563-89.2% | $5,608-83.5% | $10,885-91.5% |