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 | $98,213 | $85,766+14.5% | $136,294-27.9% | $70,131+40.0% |
| Participation rate | 71.7% | 74.2%-2.5pp | 81.9%-10.3pp | 69.5%+2.1pp |
| Annual return | 29.86% | 31.45%-1.6pp | 5155.94%-5126.1pp | 73.14%-43.3pp |
| Employer contribution / active EE | $2,517 | $2,966-15.1% | $4,695-46.4% | $2,342+7.5% |
| Participant deferral / active EE | $8,921 | $5,051+76.6% | $6,247+42.8% | $3,332+167.8% |
| Admin fee / account holder | $5,277 | $5,420-2.7% | $9,243-42.9% | $4,645+13.6% |