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 | $85,187 | $106,890-20.3% | $84,015+1.4% | $152,861-44.3% |
| Participation rate | 78.9% | 75.2%+3.7pp | 69.0%+9.9pp | 82.4%-3.5pp |
| Annual return | 13.81% | 104.99%-91.2pp | 71.31%-57.5pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,529 | $2,734-44.1% | $1,983-22.9% | $4,762-67.9% |
| Participant deferral / active EE | $3,593 | $4,011-10.4% | $3,239+10.9% | $5,850-38.6% |
| Admin fee / account holder | $3,390 | $8,285-59.1% | $6,101-44.4% | $11,596-70.8% |