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 | $93,101 | $89,355+4.2% | $141,162-34.0% | $72,985+27.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 24.25% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,694 | $3,114-13.5% | $4,735-43.1% | $2,440+10.4% |
| Participant deferral / active EE | $3,717 | $5,418-31.4% | $6,709-44.6% | $3,607+3.0% |
| Admin fee / account holder | $415 | $5,958-93.0% | $10,261-96.0% | $5,124-91.9% |