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 | $86,085 | $85,766+0.4% | $136,294-36.8% | $70,131+22.7% |
| Participation rate | 93.8% | 74.2%+19.7pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | 20.54% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $5,643 | $2,966+90.3% | $4,695+20.2% | $2,342+140.9% |
| Participant deferral / active EE | $12,685 | $5,051+151.1% | $6,247+103.1% | $3,332+280.7% |
| Admin fee / account holder | $6,105 | $5,420+12.6% | $9,243-34.0% | $4,645+31.4% |