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 | $81,052 | $56,114+44.4% | $96,139-15.7% | $85,850-5.6% |
| Participation rate | 84.4% | 56.7%+27.7pp | 68.4%+15.9pp | 69.3%+15.1pp |
| Annual return | 11.94% | 42.30%-30.4pp | 191.94%-180.0pp | 318.53%-306.6pp |
| Employer contribution / active EE | $804 | $1,620-50.4% | $2,797-71.3% | $2,565-68.7% |
| Participant deferral / active EE | $4,682 | $2,859+63.7% | $4,349+7.7% | $3,952+18.5% |
| Admin fee / account holder | $327 | $3,768-91.3% | $5,537-94.1% | $6,260-94.8% |