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 | $86,518 | $115,770-25.3% | $101,248-14.5% | $158,922-45.6% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | 17.80% | 56.14%-38.3pp | 46.47%-28.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,030 | $4,175-51.4% | $3,660-44.5% | $4,761-57.4% |
| Participant deferral / active EE | $6,421 | $4,957+29.5% | $4,370+46.9% | $5,982+7.3% |
| Admin fee / account holder | $11,360 | $7,245+56.8% | $5,945+91.1% | $11,246+1.0% |