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 | $83,427 | $98,750-15.5% | $149,696-44.3% | $79,858+4.5% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 17.87% | 27.43%-9.6pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,106 | $3,216-34.5% | $4,644-54.6% | $2,471-14.8% |
| Participant deferral / active EE | $3,881 | $5,680-31.7% | $6,842-43.3% | $3,740+3.8% |
| Admin fee / account holder | $1,972 | $6,053-67.4% | $9,309-78.8% | $5,306-62.8% |