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 | $90,279 | $102,317-11.8% | $146,958-38.6% | $80,856+11.7% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 13.86% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,053 | $3,713+9.2% | $4,933-17.8% | $2,755+47.1% |
| Participant deferral / active EE | $10,535 | $6,644+58.6% | $8,070+30.5% | $4,296+145.2% |
| Admin fee / account holder | $5,285 | $7,941-33.4% | $12,998-59.3% | $6,918-23.6% |