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 | $92,187 | $100,041-7.9% | $149,718-38.4% | $70,131+31.5% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.1%-12.1pp | 69.5%+5.5pp |
| Annual return | 13.98% | 27.43%-13.5pp | 1501.63%-1487.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,659 | $3,662-54.7% | $5,445-69.5% | $2,342-29.2% |
| Participant deferral / active EE | $2,928 | $4,983-41.2% | $6,569-55.4% | $3,332-12.1% |
| Admin fee / account holder | $3,587 | $8,286-56.7% | $11,283-68.2% | $4,645-22.8% |