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 | $84,154 | $102,317-17.8% | $146,958-42.7% | $80,856+4.1% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.2%+8.8pp | 67.6%+23.3pp |
| Annual return | 11.99% | 134.76%-122.8pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,867 | $3,713+4.1% | $4,933-21.6% | $2,755+40.4% |
| Participant deferral / active EE | $8,918 | $6,644+34.2% | $8,070+10.5% | $4,296+107.6% |
| Admin fee / account holder | $6,724 | $7,941-15.3% | $12,998-48.3% | $6,918-2.8% |