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 | $84,994 | $102,966-17.5% | $90,281-5.9% | $152,861-44.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 17.93% | 95.16%-77.2pp | 78.10%-60.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,082 | $3,139-33.7% | $2,854-27.1% | $4,762-56.3% |
| Participant deferral / active EE | $6,829 | $4,281+59.5% | $3,885+75.8% | $5,850+16.7% |
| Admin fee / account holder | $6,073 | $6,171-1.6% | $5,351+13.5% | $11,596-47.6% |