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 | $90,003 | $48,046+87.3% | $84,611+6.4% | $72,985+23.3% |
| Participation rate | 90.2% | 57.6%+32.6pp | 68.2%+22.0pp | 69.5%+20.7pp |
| Annual return | 22.98% | 37.38%-14.4pp | 258.74%-235.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $961 | $1,602-40.0% | $2,652-63.8% | $2,440-60.6% |
| Participant deferral / active EE | $6,726 | $2,680+150.9% | $3,899+72.5% | $3,607+86.4% |
| Admin fee / account holder | $2,214 | $3,395-34.8% | $4,912-54.9% | $5,124-56.8% |