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 | $86,098 | $96,635-10.9% | $86,612-0.6% | $139,434-38.3% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 30.39% | 106.41%-76.0pp | 591.07%-560.7pp | 372.94%-342.6pp |
| Employer contribution / active EE | $1,551 | $3,263-52.5% | $3,022-48.7% | $4,751-67.4% |
| Participant deferral / active EE | $6,811 | $4,836+40.8% | $4,438+53.5% | $6,710+1.5% |
| Admin fee / account holder | $3,591 | $6,408-44.0% | $5,614-36.0% | $11,403-68.5% |