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 | $92,445 | $65,561+41.0% | $86,188+7.3% | $75,163+23.0% |
| Participation rate | 75.8% | 60.5%+15.3pp | 69.0%+6.8pp | 67.2%+8.6pp |
| Annual return | 16.73% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,046 | $1,553+31.8% | $2,380-14.1% | $2,670-23.4% |
| Participant deferral / active EE | $4,756 | $3,024+57.3% | $3,985+19.3% | $4,125+15.3% |
| Admin fee / account holder | $695 | $5,474-87.3% | $6,852-89.9% | $5,651-87.7% |