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 | $85,952 | $77,145+11.4% | $108,410-20.7% | $85,850+0.1% |
| Participation rate | 95.9% | 74.7%+21.2pp | 80.1%+15.8pp | 69.3%+26.6pp |
| Annual return | 13.56% | 44.54%-31.0pp | 905.27%-891.7pp | 318.53%-305.0pp |
| Employer contribution / active EE | $574 | $2,379-75.9% | $3,558-83.9% | $2,565-77.6% |
| Participant deferral / active EE | $4,286 | $5,566-23.0% | $6,563-34.7% | $3,952+8.5% |
| Admin fee / account holder | $3,186 | $5,172-38.4% | $7,295-56.3% | $6,260-49.1% |