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 | $93,069 | $65,409+42.3% | $98,442-5.5% | $85,850+8.4% |
| Participation rate | 92.7% | 65.0%+27.7pp | 73.3%+19.4pp | 69.3%+23.4pp |
| Annual return | 16.71% | 21.76%-5.1pp | 1492.73%-1476.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,724 | $2,168-20.4% | $2,960-41.7% | $2,565-32.8% |
| Participant deferral / active EE | $4,489 | $3,166+41.8% | $4,276+5.0% | $3,952+13.6% |
| Admin fee / account holder | $1,806 | $4,593-60.7% | $5,949-69.6% | $6,260-71.1% |