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 | $95,487 | $106,890-10.7% | $84,015+13.7% | $152,861-37.5% |
| Participation rate | 82.4% | 75.2%+7.1pp | 69.0%+13.3pp | 82.4%-0.1pp |
| Annual return | 16.47% | 104.99%-88.5pp | 71.31%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $735 | $2,734-73.1% | $1,983-63.0% | $4,762-84.6% |
| Participant deferral / active EE | $2,115 | $4,011-47.3% | $3,239-34.7% | $5,850-63.8% |
| Admin fee / account holder | $20,519 | $8,285+147.7% | $6,101+236.3% | $11,596+76.9% |