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 | $90,834 | $85,766+5.9% | $136,294-33.4% | $70,131+29.5% |
| Participation rate | 95.9% | 74.2%+21.8pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 17.36% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,349 | $2,966-20.8% | $4,695-50.0% | $2,342+0.3% |
| Participant deferral / active EE | $10,472 | $5,051+107.3% | $6,247+67.6% | $3,332+214.3% |
| Admin fee / account holder | $8,888 | $5,420+64.0% | $9,243-3.8% | $4,645+91.3% |