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 | $82,151 | $79,171+3.8% | $102,423-19.8% | $74,495+10.3% |
| Participation rate | 92.2% | 74.8%+17.4pp | 76.5%+15.7pp | 67.2%+25.0pp |
| Annual return | 15.82% | 54.93%-39.1pp | 29.32%-13.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,114 | $2,362+31.8% | $3,023+3.0% | $2,623+18.7% |
| Participant deferral / active EE | $6,091 | $4,415+38.0% | $5,053+20.6% | $4,346+40.2% |
| Admin fee / account holder | $2,860 | $2,001+43.0% | $9,451-69.7% | $1,942+47.3% |