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 | $88,045 | $106,890-17.6% | $84,015+4.8% | $152,861-42.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 22.44% | 104.99%-82.5pp | 71.31%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,530 | $2,734-44.0% | $1,983-22.8% | $4,762-67.9% |
| Participant deferral / active EE | $2,126 | $4,011-47.0% | $3,239-34.4% | $5,850-63.7% |
| Admin fee / account holder | $483 | $8,285-94.2% | $6,101-92.1% | $11,596-95.8% |