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 | $89,870 | $176,377-49.0% | $134,143-33.0% | $158,922-43.5% |
| Participation rate | 95.0% | 78.7%+16.3pp | 72.2%+22.8pp | 82.0%+13.0pp |
| Annual return | 13.37% | 63.63%-50.3pp | 36.33%-23.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $903 | $5,040-82.1% | $3,704-75.6% | $4,761-81.0% |
| Participant deferral / active EE | $8,099 | $4,091+98.0% | $3,499+131.5% | $5,982+35.4% |
| Admin fee / account holder | $11,348 | $8,718+30.2% | $6,684+69.8% | $11,246+0.9% |