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 | $80,325 | $58,208+38.0% | $81,812-1.8% | $80,856-0.7% |
| Participation rate | 82.1% | 63.4%+18.7pp | 72.3%+9.7pp | 67.6%+14.5pp |
| Annual return | 26.23% | 41.66%-15.4pp | 773.79%-747.6pp | 35.59%-9.4pp |
| Employer contribution / active EE | $1,908 | $2,340-18.4% | $2,912-34.5% | $2,755-30.7% |
| Participant deferral / active EE | $3,618 | $3,281+10.3% | $4,319-16.2% | $4,296-15.8% |
| Admin fee / account holder | $6,566 | $4,981+31.8% | $7,386-11.1% | $6,918-5.1% |