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 | $96,390 | $106,890-9.8% | $84,015+14.7% | $152,861-36.9% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.4%-1.2pp |
| Annual return | 21.97% | 104.99%-83.0pp | 71.31%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $729 | $2,734-73.3% | $1,983-63.2% | $4,762-84.7% |
| Participant deferral / active EE | $3,242 | $4,011-19.2% | $3,239+0.1% | $5,850-44.6% |
| Admin fee / account holder | $5,243 | $8,285-36.7% | $6,101-14.1% | $11,596-54.8% |