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 | $85,460 | $102,317-16.5% | $146,958-41.8% | $80,856+5.7% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.2%+11.9pp | 67.6%+26.4pp |
| Annual return | 14.91% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,030 | $3,713+8.5% | $4,933-18.3% | $2,755+46.3% |
| Participant deferral / active EE | $7,712 | $6,644+16.1% | $8,070-4.4% | $4,296+79.5% |
| Admin fee / account holder | $8,912 | $7,941+12.2% | $12,998-31.4% | $6,918+28.8% |