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 | $83,546 | $99,079-15.7% | $77,999+7.1% | $273,961-69.5% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.5%+16.8pp | 83.0%+9.3pp |
| Annual return | 5.28% | 217.93%-212.7pp | 425.96%-420.7pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,427 | $3,308-56.8% | $2,470-42.2% | $4,869-70.7% |
| Participant deferral / active EE | $7,108 | $4,306+65.1% | $3,497+103.3% | $5,287+34.4% |
| Admin fee / account holder | $10,283 | $8,954+14.8% | $5,480+87.6% | $10,132+1.5% |