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 | $84,462 | $85,766-1.5% | $136,294-38.0% | $70,131+20.4% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 23.92% | 31.45%-7.5pp | 5155.94%-5132.0pp | 73.14%-49.2pp |
| Employer contribution / active EE | $3,440 | $2,966+16.0% | $4,695-26.7% | $2,342+46.8% |
| Participant deferral / active EE | $7,849 | $5,051+55.4% | $6,247+25.6% | $3,332+135.6% |
| Admin fee / account holder | $3,648 | $5,420-32.7% | $9,243-60.5% | $4,645-21.5% |