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 | $84,459 | $85,766-1.5% | $136,294-38.0% | $70,131+20.4% |
| Participation rate | 98.0% | 74.2%+23.8pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 18.77% | 31.45%-12.7pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $14,429 | $2,966+386.5% | $4,695+207.3% | $2,342+516.0% |
| Participant deferral / active EE | $7,036 | $5,051+39.3% | $6,247+12.6% | $3,332+111.2% |
| Admin fee / account holder | $6,323 | $5,420+16.7% | $9,243-31.6% | $4,645+36.1% |