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 | $90,843 | $91,538-0.8% | $129,995-30.1% | $75,163+20.9% |
| Participation rate | 89.7% | 71.4%+18.3pp | 78.5%+11.3pp | 67.2%+22.6pp |
| Annual return | 17.85% | -631.11%+649.0pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,287 | $2,845-19.6% | $4,320-47.1% | $2,670-14.3% |
| Participant deferral / active EE | $8,122 | $4,341+87.1% | $5,820+39.5% | $4,125+96.9% |
| Admin fee / account holder | $4,912 | $6,790-27.7% | $10,614-53.7% | $5,651-13.1% |