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 | $86,281 | $98,750-12.6% | $149,696-42.4% | $79,858+8.0% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 19.72% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,019 | $3,216-37.2% | $4,644-56.5% | $2,471-18.3% |
| Participant deferral / active EE | $9,204 | $5,680+62.0% | $6,842+34.5% | $3,740+146.1% |
| Admin fee / account holder | $7,093 | $6,053+17.2% | $9,309-23.8% | $5,306+33.7% |