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 | $86,323 | $61,774+39.7% | $97,226-11.2% | $80,856+6.8% |
| Participation rate | 97.4% | 63.5%+33.9pp | 72.7%+24.7pp | 67.6%+29.8pp |
| Annual return | 13.98% | -557.90%+571.9pp | 75.13%-61.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,522 | $1,837+91.7% | $2,729+29.1% | $2,755+27.8% |
| Participant deferral / active EE | $5,332 | $3,029+76.0% | $4,264+25.1% | $4,296+24.1% |
| Admin fee / account holder | $1,931 | $5,166-62.6% | $5,654-65.9% | $6,918-72.1% |