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 | $94,586 | $106,890-11.5% | $84,015+12.6% | $152,861-38.1% |
| Participation rate | 78.6% | 75.2%+3.3pp | 69.0%+9.6pp | 82.4%-3.9pp |
| Annual return | 19.43% | 104.99%-85.6pp | 71.31%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,069 | $2,734-60.9% | $1,983-46.1% | $4,762-77.6% |
| Participant deferral / active EE | $2,384 | $4,011-40.6% | $3,239-26.4% | $5,850-59.3% |
| Admin fee / account holder | $70,803 | $8,285+754.6% | $6,101+1060.6% | $11,596+510.6% |