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 | $93,346 | $106,890-12.7% | $84,015+11.1% | $152,861-38.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 18.26% | 104.99%-86.7pp | 71.31%-53.0pp | 345.32%-327.1pp |
| Employer contribution / active EE | $730 | $2,734-73.3% | $1,983-63.2% | $4,762-84.7% |
| Participant deferral / active EE | $3,850 | $4,011-4.0% | $3,239+18.9% | $5,850-34.2% |
| Admin fee / account holder | $778 | $8,285-90.6% | $6,101-87.2% | $11,596-93.3% |