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 | $91,325 | $118,849-23.2% | $96,562-5.4% | $167,490-45.5% |
| Participation rate | 81.0% | 75.5%+5.5pp | 69.8%+11.1pp | 82.1%-1.2pp |
| Annual return | 13.33% | 50.49%-37.2pp | 37.78%-24.5pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,961 | $3,120-37.1% | $2,356-16.8% | $4,837-59.5% |
| Participant deferral / active EE | $5,274 | $4,616+14.2% | $3,849+37.0% | $6,341-16.8% |
| Admin fee / account holder | $4,025 | $8,065-50.1% | $6,181-34.9% | $12,309-67.3% |