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 | $89,459 | $98,750-9.4% | $149,696-40.2% | $79,858+12.0% |
| Participation rate | 84.1% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.5pp |
| Annual return | 18.14% | 27.43%-9.3pp | 276.60%-258.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $4,434 | $3,216+37.9% | $4,644-4.5% | $2,471+79.5% |
| Participant deferral / active EE | $10,540 | $5,680+85.6% | $6,842+54.1% | $3,740+181.8% |
| Admin fee / account holder | $2,122 | $6,053-64.9% | $9,309-77.2% | $5,306-60.0% |