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 | $82,788 | $185,822-55.4% | $169,993-51.3% | $139,434-40.6% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 14.37% | 60.50%-46.1pp | 53.37%-39.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $4,438 | $7,590-41.5% | $6,785-34.6% | $4,751-6.6% |
| Participant deferral / active EE | $5,560 | $11,622-52.2% | $10,408-46.6% | $6,710-17.1% |
| Admin fee / account holder | $22,175 | $15,381+44.2% | $12,815+73.0% | $11,403+94.5% |