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 | $84,143 | $63,346+32.8% | $92,233-8.8% | $70,131+20.0% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 13.81% | 530.12%-516.3pp | 176.28%-162.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,374 | $2,471-44.4% | $3,679-62.6% | $2,342-41.3% |
| Participant deferral / active EE | $5,864 | $2,854+105.5% | $3,897+50.5% | $3,332+76.0% |
| Admin fee / account holder | $2,192 | $3,840-42.9% | $5,194-57.8% | $4,645-52.8% |