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 | $87,560 | $102,966-15.0% | $90,281-3.0% | $152,861-42.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 24.55% | 95.16%-70.6pp | 78.10%-53.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,226 | $3,139+2.8% | $2,854+13.0% | $4,762-32.3% |
| Participant deferral / active EE | $6,330 | $4,281+47.8% | $3,885+62.9% | $5,850+8.2% |
| Admin fee / account holder | $4,961 | $6,171-19.6% | $5,351-7.3% | $11,596-57.2% |