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 | $92,142 | $165,912-44.5% | $122,332-24.7% | $147,584-37.6% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 20.00% | 34.55%-14.6pp | 30.27%-10.3pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,817 | $5,754-51.0% | $4,050-30.4% | $4,876-42.2% |
| Participant deferral / active EE | $7,074 | $4,005+76.6% | $3,287+115.2% | $5,439+30.1% |
| Admin fee / account holder | $726 | $7,424-90.2% | $5,478-86.8% | $10,885-93.3% |