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 | $95,014 | $72,400+31.2% | $67,502+40.8% | $145,922-34.9% |
| Participation rate | 93.3% | 76.9%+16.5pp | 72.9%+20.5pp | 80.3%+13.1pp |
| Annual return | 10.02% | 7182.46%-7172.4pp | 3512.12%-3502.1pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,930 | $3,069-4.5% | $2,731+7.3% | $4,660-37.1% |
| Participant deferral / active EE | $2,972 | $4,783-37.9% | $4,000-25.7% | $6,688-55.6% |
| Admin fee / account holder | $8,901 | $5,539+60.7% | $3,998+122.7% | $13,397-33.6% |