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 | $87,458 | $65,409+33.7% | $98,442-11.2% | $85,850+1.9% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.3%+16.4pp |
| Annual return | 12.71% | 21.76%-9.1pp | 1492.73%-1480.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,885 | $2,168-13.0% | $2,960-36.3% | $2,565-26.5% |
| Participant deferral / active EE | $10,618 | $3,166+235.3% | $4,276+148.3% | $3,952+168.7% |
| Admin fee / account holder | $34,955 | $4,593+661.1% | $5,949+487.6% | $6,260+458.4% |