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 | $90,052 | $85,766+5.0% | $136,294-33.9% | $70,131+28.4% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 14.43% | 31.45%-17.0pp | 5155.94%-5141.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $7,036 | $2,966+137.2% | $4,695+49.8% | $2,342+200.4% |
| Participant deferral / active EE | $10,039 | $5,051+98.7% | $6,247+60.7% | $3,332+201.3% |
| Admin fee / account holder | $5,827 | $5,420+7.5% | $9,243-37.0% | $4,645+25.4% |