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 | $94,999 | $210,648-54.9% | $177,989-46.6% | $145,922-34.9% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 22.38% | 385.86%-363.5pp | 294.48%-272.1pp | 561.29%-538.9pp |
| Employer contribution / active EE | $3,884 | $4,565-14.9% | $3,949-1.6% | $4,660-16.6% |
| Participant deferral / active EE | $7,727 | $6,958+11.0% | $6,276+23.1% | $6,688+15.5% |
| Admin fee / account holder | $2,589 | $12,013-78.4% | $10,363-75.0% | $13,397-80.7% |