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 | $87,162 | $60,124+45.0% | $90,404-3.6% | $79,858+9.1% |
| Participation rate | 72.1% | 65.0%+7.1pp | 72.7%-0.6pp | 69.6%+2.4pp |
| Annual return | 14.66% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,056 | $2,068-0.5% | $3,262-37.0% | $2,471-16.8% |
| Participant deferral / active EE | $4,373 | $2,938+48.8% | $3,963+10.3% | $3,740+16.9% |
| Admin fee / account holder | $3,299 | $3,976-17.0% | $5,611-41.2% | $5,306-37.8% |