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 | $93,285 | $97,757-4.6% | $83,848+11.3% | $135,375-31.1% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | 9.40% | 1287.37%-1278.0pp | 850.88%-841.5pp | 519.73%-510.3pp |
| Employer contribution / active EE | $926 | $4,222-78.1% | $3,631-74.5% | $4,779-80.6% |
| Participant deferral / active EE | $2,749 | $4,682-41.3% | $4,082-32.6% | $5,609-51.0% |
| Admin fee / account holder | $32,709 | $6,674+390.1% | $5,478+497.1% | $10,827+202.1% |