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 | $85,352 | $77,145+10.6% | $108,410-21.3% | $85,850-0.6% |
| Participation rate | 72.7% | 74.7%-1.9pp | 80.1%-7.4pp | 69.3%+3.4pp |
| Annual return | 13.28% | 44.54%-31.3pp | 905.27%-892.0pp | 318.53%-305.3pp |
| Employer contribution / active EE | $3,027 | $2,379+27.2% | $3,558-14.9% | $2,565+18.0% |
| Participant deferral / active EE | $5,707 | $5,566+2.5% | $6,563-13.0% | $3,952+44.4% |
| Admin fee / account holder | $1,562 | $5,172-69.8% | $7,295-78.6% | $6,260-75.0% |