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 | $91,739 | $102,317-10.3% | $146,958-37.6% | $80,856+13.5% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.2%-4.2pp | 67.6%+10.4pp |
| Annual return | 16.15% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,070 | $3,713-17.3% | $4,933-37.8% | $2,755+11.4% |
| Participant deferral / active EE | $8,335 | $6,644+25.5% | $8,070+3.3% | $4,296+94.0% |
| Admin fee / account holder | $1,085 | $7,941-86.3% | $12,998-91.7% | $6,918-84.3% |