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 | $87,850 | $60,124+46.1% | $90,404-2.8% | $79,858+10.0% |
| Participation rate | 96.4% | 65.0%+31.4pp | 72.7%+23.7pp | 69.6%+26.8pp |
| Annual return | 13.37% | 71.94%-58.6pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,028 | $2,068-1.9% | $3,262-37.8% | $2,471-17.9% |
| Participant deferral / active EE | $3,324 | $2,938+13.1% | $3,963-16.1% | $3,740-11.1% |
| Admin fee / account holder | $3,649 | $3,976-8.2% | $5,611-35.0% | $5,306-31.2% |