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 | $84,055 | $78,422+7.2% | $95,952-12.4% | $79,858+5.3% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 18.89% | 19.37%-0.5pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $9,244 | $1,945+375.2% | $2,541+263.8% | $2,471+274.1% |
| Participant deferral / active EE | $2,837 | $3,440-17.5% | $4,167-31.9% | $3,740-24.1% |
| Admin fee / account holder | $426 | $5,622-92.4% | $6,795-93.7% | $5,306-92.0% |