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 | $96,924 | $106,890-9.3% | $84,015+15.4% | $152,861-36.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 11.89% | 104.99%-93.1pp | 71.31%-59.4pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,941 | $2,734-29.0% | $1,983-2.1% | $4,762-59.2% |
| Participant deferral / active EE | $3,883 | $4,011-3.2% | $3,239+19.9% | $5,850-33.6% |
| Admin fee / account holder | $23,975 | $8,285+189.4% | $6,101+293.0% | $11,596+106.7% |