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 | $93,494 | $81,208+15.1% | $98,907-5.5% | $79,858+17.1% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 13.08% | 60.99%-47.9pp | 196.43%-183.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $596 | $1,960-69.6% | $2,689-77.8% | $2,471-75.9% |
| Participant deferral / active EE | $3,030 | $3,265-7.2% | $4,244-28.6% | $3,740-19.0% |
| Admin fee / account holder | $1,186 | $6,013-80.3% | $6,642-82.1% | $5,306-77.7% |