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 | $84,553 | $102,317-17.4% | $146,958-42.5% | $80,856+4.6% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 12.49% | 134.76%-122.3pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,919 | $3,713+32.5% | $4,933-0.3% | $2,755+78.6% |
| Participant deferral / active EE | $8,003 | $6,644+20.5% | $8,070-0.8% | $4,296+86.3% |
| Admin fee / account holder | $1,591 | $7,941-80.0% | $12,998-87.8% | $6,918-77.0% |