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 | $86,042 | $53,516+60.8% | $126,539-32.0% | $84,808+1.5% |
| Participation rate | 77.8% | 58.2%+19.5pp | 69.8%+8.0pp | 68.3%+9.5pp |
| Annual return | 16.48% | 58.34%-41.9pp | 425.95%-409.5pp | 40.90%-24.4pp |
| Employer contribution / active EE | $854 | $1,535-44.3% | $3,674-76.7% | $2,631-67.5% |
| Participant deferral / active EE | $3,954 | $2,671+48.0% | $4,083-3.2% | $4,212-6.1% |
| Admin fee / account holder | $1,835 | $4,497-59.2% | $6,065-69.7% | $7,344-75.0% |