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 | $87,630 | $85,766+2.2% | $136,294-35.7% | $70,131+25.0% |
| Participation rate | 84.1% | 74.2%+9.9pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 18.15% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $8,854 | $2,966+198.5% | $4,695+88.6% | $2,342+278.0% |
| Participant deferral / active EE | $6,656 | $5,051+31.8% | $6,247+6.6% | $3,332+99.8% |
| Admin fee / account holder | $13,446 | $5,420+148.1% | $9,243+45.5% | $4,645+189.5% |