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 | $90,699 | $99,020-8.4% | $86,590+4.7% | $147,584-38.5% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 21.18% | 1312.34%-1291.2pp | 964.84%-943.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,724 | $3,132-13.0% | $2,839-4.1% | $4,876-44.1% |
| Participant deferral / active EE | $3,806 | $3,972-4.2% | $3,609+5.5% | $5,439-30.0% |
| Admin fee / account holder | $3,332 | $5,710-41.7% | $4,906-32.1% | $10,885-69.4% |