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 | $84,861 | $98,750-14.1% | $149,696-43.3% | $79,858+6.3% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 13.24% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,925 | $3,216-9.1% | $4,644-37.0% | $2,471+18.4% |
| Participant deferral / active EE | $4,333 | $5,680-23.7% | $6,842-36.7% | $3,740+15.9% |
| Admin fee / account holder | $31,617 | $6,053+422.4% | $9,309+239.7% | $5,306+495.8% |