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 | $89,469 | $105,181-14.9% | $159,436-43.9% | $85,850+4.2% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 18.18% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.3pp |
| Employer contribution / active EE | $3,425 | $3,318+3.2% | $4,829-29.1% | $2,565+33.5% |
| Participant deferral / active EE | $7,593 | $5,945+27.7% | $7,352+3.3% | $3,952+92.2% |
| Admin fee / account holder | $309 | $6,933-95.5% | $10,799-97.1% | $6,260-95.1% |