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 | $90,178 | $105,181-14.3% | $159,436-43.4% | $85,850+5.0% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.8%+1.2pp | 69.3%+14.7pp |
| Annual return | 14.60% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,280 | $3,318-61.4% | $4,829-73.5% | $2,565-50.1% |
| Participant deferral / active EE | $5,853 | $5,945-1.5% | $7,352-20.4% | $3,952+48.1% |
| Admin fee / account holder | $27,337 | $6,933+294.3% | $10,799+153.2% | $6,260+336.7% |