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 | $94,361 | $105,181-10.3% | $159,436-40.8% | $85,850+9.9% |
| Participation rate | 82.9% | 75.8%+7.2pp | 82.8%+0.1pp | 69.3%+13.6pp |
| Annual return | 14.14% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,286 | $3,318-61.2% | $4,829-73.4% | $2,565-49.9% |
| Participant deferral / active EE | $2,888 | $5,945-51.4% | $7,352-60.7% | $3,952-26.9% |
| Admin fee / account holder | $962 | $6,933-86.1% | $10,799-91.1% | $6,260-84.6% |