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 | $91,630 | $85,766+6.8% | $136,294-32.8% | $70,131+30.7% |
| Participation rate | 76.5% | 74.2%+2.3pp | 81.9%-5.5pp | 69.5%+6.9pp |
| Annual return | 18.92% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $3,183 | $2,966+7.3% | $4,695-32.2% | $2,342+35.9% |
| Participant deferral / active EE | $6,843 | $5,051+35.5% | $6,247+9.5% | $3,332+105.4% |
| Admin fee / account holder | $7,789 | $5,420+43.7% | $9,243-15.7% | $4,645+67.7% |