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 | $97,274 | $98,750-1.5% | $149,696-35.0% | $79,858+21.8% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 17.68% | 27.43%-9.7pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $6,367 | $3,216+97.9% | $4,644+37.1% | $2,471+157.7% |
| Participant deferral / active EE | $4,748 | $5,680-16.4% | $6,842-30.6% | $3,740+26.9% |
| Admin fee / account holder | $1,305 | $6,053-78.4% | $9,309-86.0% | $5,306-75.4% |