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 | $82,275 | $102,317-19.6% | $146,958-44.0% | $80,856+1.8% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.2%+4.6pp | 67.6%+19.1pp |
| Annual return | 20.42% | 134.76%-114.3pp | 418.34%-397.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $3,560 | $3,713-4.1% | $4,933-27.8% | $2,755+29.2% |
| Participant deferral / active EE | $10,094 | $6,644+51.9% | $8,070+25.1% | $4,296+135.0% |
| Admin fee / account holder | $3,491 | $7,941-56.0% | $12,998-73.1% | $6,918-49.5% |