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 | $86,897 | $74,888+16.0% | $71,209+22.0% | $142,382-39.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 13.05% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,691 | $2,854-5.7% | $2,721-1.1% | $4,299-37.4% |
| Participant deferral / active EE | $3,364 | $4,454-24.5% | $4,175-19.4% | $6,507-48.3% |
| Admin fee / account holder | $7,444 | $5,568+33.7% | $5,349+39.2% | $12,624-41.0% |