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 | $95,227 | $98,750-3.6% | $149,696-36.4% | $79,858+19.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 20.54% | 27.43%-6.9pp | 276.60%-256.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,601 | $3,216-50.2% | $4,644-65.5% | $2,471-35.2% |
| Participant deferral / active EE | $5,190 | $5,680-8.6% | $6,842-24.1% | $3,740+38.8% |
| Admin fee / account holder | $6,338 | $6,053+4.7% | $9,309-31.9% | $5,306+19.4% |