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 | $86,828 | $74,888+15.9% | $71,209+21.9% | $142,382-39.0% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 13.41% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,165 | $2,854-59.2% | $2,721-57.2% | $4,299-72.9% |
| Participant deferral / active EE | $1,785 | $4,454-59.9% | $4,175-57.2% | $6,507-72.6% |
| Admin fee / account holder | $6,800 | $5,568+22.1% | $5,349+27.1% | $12,624-46.1% |