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 | $92,770 | $60,124+54.3% | $90,404+2.6% | $79,858+16.2% |
| Participation rate | 74.6% | 65.0%+9.6pp | 72.7%+1.9pp | 69.6%+4.9pp |
| Annual return | 22.21% | 71.94%-49.7pp | 1293.02%-1270.8pp | 31.71%-9.5pp |
| Employer contribution / active EE | $584 | $2,068-71.8% | $3,262-82.1% | $2,471-76.4% |
| Participant deferral / active EE | $3,852 | $2,938+31.1% | $3,963-2.8% | $3,740+3.0% |
| Admin fee / account holder | $8,536 | $3,976+114.7% | $5,611+52.1% | $5,306+60.9% |