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 | $94,129 | $98,750-4.7% | $149,696-37.1% | $79,858+17.9% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.5%+1.8pp | 69.6%+14.6pp |
| Annual return | 13.51% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,215 | $3,216-62.2% | $4,644-73.8% | $2,471-50.8% |
| Participant deferral / active EE | $4,305 | $5,680-24.2% | $6,842-37.1% | $3,740+15.1% |
| Admin fee / account holder | $6,912 | $6,053+14.2% | $9,309-25.7% | $5,306+30.3% |