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 | $89,049 | $102,604-13.2% | $86,188+3.3% | $139,434-36.1% |
| Participation rate | 76.2% | 74.5%+1.7pp | 69.0%+7.2pp | 80.3%-4.1pp |
| Annual return | 12.61% | 1922.51%-1909.9pp | 1168.45%-1155.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,778 | $3,032-8.4% | $2,380+16.7% | $4,751-41.5% |
| Participant deferral / active EE | $4,418 | $4,676-5.5% | $3,985+10.9% | $6,710-34.2% |
| Admin fee / account holder | $602 | $8,657-93.0% | $6,852-91.2% | $11,403-94.7% |