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 | $91,391 | $98,750-7.5% | $149,696-38.9% | $79,858+14.4% |
| Participation rate | 87.1% | 75.8%+11.4pp | 82.5%+4.7pp | 69.6%+17.5pp |
| Annual return | 19.65% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,335 | $3,216-27.4% | $4,644-49.7% | $2,471-5.5% |
| Participant deferral / active EE | $8,601 | $5,680+51.4% | $6,842+25.7% | $3,740+130.0% |
| Admin fee / account holder | $11,108 | $6,053+83.5% | $9,309+19.3% | $5,306+109.3% |