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 | $92,785 | $96,635-4.0% | $86,612+7.1% | $139,434-33.5% |
| Participation rate | 89.5% | 74.4%+15.1pp | 71.7%+17.8pp | 80.3%+9.2pp |
| Annual return | 14.42% | 106.41%-92.0pp | 591.07%-576.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $561 | $3,263-82.8% | $3,022-81.4% | $4,751-88.2% |
| Participant deferral / active EE | $7,508 | $4,836+55.3% | $4,438+69.2% | $6,710+11.9% |
| Admin fee / account holder | $1,267 | $6,408-80.2% | $5,614-77.4% | $11,403-88.9% |