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 | $92,242 | $57,281+61.0% | $86,612+6.5% | $75,163+22.7% |
| Participation rate | 78.6% | 63.2%+15.4pp | 71.7%+6.9pp | 67.2%+11.4pp |
| Annual return | 13.89% | 2670.75%-2656.9pp | 591.07%-577.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $637 | $2,314-72.5% | $3,022-78.9% | $2,670-76.1% |
| Participant deferral / active EE | $3,541 | $3,318+6.7% | $4,438-20.2% | $4,125-14.2% |
| Admin fee / account holder | $2,776 | $4,112-32.5% | $5,614-50.6% | $5,651-50.9% |