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 | $80,302 | $77,419+3.7% | $69,455+15.6% | $152,861-47.5% |
| Participation rate | 94.4% | 78.1%+16.3pp | 74.6%+19.8pp | 82.4%+12.0pp |
| Annual return | 14.50% | 39.06%-24.6pp | 28.97%-14.5pp | 345.32%-330.8pp |
| Employer contribution / active EE | $2,141 | $3,315-35.4% | $2,779-23.0% | $4,762-55.0% |
| Participant deferral / active EE | $2,202 | $4,414-50.1% | $3,535-37.7% | $5,850-62.4% |
| Admin fee / account holder | $10,638 | $6,207+71.4% | $3,839+177.1% | $11,596-8.3% |