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 | $85,935 | $85,766+0.2% | $136,294-36.9% | $70,131+22.5% |
| Participation rate | 76.3% | 74.2%+2.2pp | 81.9%-5.6pp | 69.5%+6.8pp |
| Annual return | 15.48% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $3,383 | $2,966+14.0% | $4,695-28.0% | $2,342+44.4% |
| Participant deferral / active EE | $4,929 | $5,051-2.4% | $6,247-21.1% | $3,332+48.0% |
| Admin fee / account holder | $2,175 | $5,420-59.9% | $9,243-76.5% | $4,645-53.2% |