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 | $85,141 | $102,317-16.8% | $146,958-42.1% | $80,856+5.3% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.2%-2.8pp | 67.6%+11.7pp |
| Annual return | 12.04% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,279 | $3,713-65.5% | $4,933-74.1% | $2,755-53.6% |
| Participant deferral / active EE | $4,647 | $6,644-30.0% | $8,070-42.4% | $4,296+8.2% |
| Admin fee / account holder | $14,126 | $7,941+77.9% | $12,998+8.7% | $6,918+104.2% |