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 | $91,703 | $86,286+6.3% | $111,297-17.6% | $85,850+6.8% |
| Participation rate | 98.6% | 73.3%+25.3pp | 77.3%+21.3pp | 69.3%+29.3pp |
| Annual return | 11.89% | 19.99%-8.1pp | 54.65%-42.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $5,038 | $2,043+146.6% | $2,731+84.5% | $2,565+96.4% |
| Participant deferral / active EE | $4,048 | $3,641+11.2% | $4,487-9.8% | $3,952+2.4% |
| Admin fee / account holder | $2,965 | $8,188-63.8% | $7,964-62.8% | $6,260-52.6% |