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 | $85,410 | $102,317-16.5% | $146,958-41.9% | $80,856+5.6% |
| Participation rate | 79.2% | 75.8%+3.3pp | 82.2%-3.0pp | 67.6%+11.5pp |
| Annual return | 19.01% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $4,585 | $3,713+23.5% | $4,933-7.0% | $2,755+66.4% |
| Participant deferral / active EE | $8,153 | $6,644+22.7% | $8,070+1.0% | $4,296+89.8% |
| Admin fee / account holder | $3,928 | $7,941-50.5% | $12,998-69.8% | $6,918-43.2% |