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 | $87,041 | $107,334-18.9% | $92,893-6.3% | $152,861-43.1% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 16.06% | 145.58%-129.5pp | 109.41%-93.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,960 | $4,221-53.6% | $3,653-46.4% | $4,762-58.9% |
| Participant deferral / active EE | $6,224 | $4,845+28.5% | $4,236+46.9% | $5,850+6.4% |
| Admin fee / account holder | $4,282 | $7,079-39.5% | $5,794-26.1% | $11,596-63.1% |