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 | $80,951 | $98,750-18.0% | $149,696-45.9% | $79,858+1.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 19.82% | 27.43%-7.6pp | 276.60%-256.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $867 | $3,216-73.0% | $4,644-81.3% | $2,471-64.9% |
| Participant deferral / active EE | $7,721 | $5,680+35.9% | $6,842+12.9% | $3,740+106.4% |
| Admin fee / account holder | $2,646 | $6,053-56.3% | $9,309-71.6% | $5,306-50.1% |