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 | $88,296 | $117,841-25.1% | $102,423-13.8% | $145,922-39.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 14.79% | 31.65%-16.9pp | 29.32%-14.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $9,202 | $3,615+154.6% | $3,023+204.4% | $4,660+97.5% |
| Participant deferral / active EE | $6,381 | $5,731+11.4% | $5,053+26.3% | $6,688-4.6% |
| Admin fee / account holder | $6,931 | $13,326-48.0% | $9,451-26.7% | $13,397-48.3% |