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 | $83,902 | $98,750-15.0% | $149,696-44.0% | $79,858+5.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 13.35% | 27.43%-14.1pp | 276.60%-263.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,101 | $3,216-34.7% | $4,644-54.8% | $2,471-15.0% |
| Participant deferral / active EE | $8,489 | $5,680+49.5% | $6,842+24.1% | $3,740+127.0% |
| Admin fee / account holder | $3,401 | $6,053-43.8% | $9,309-63.5% | $5,306-35.9% |