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 | $73,843 | $98,750-25.2% | $149,696-50.7% | $79,858-7.5% |
| Participation rate | 72.3% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.7pp |
| Annual return | 24.60% | 27.43%-2.8pp | 276.60%-252.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $1,811 | $3,216-43.7% | $4,644-61.0% | $2,471-26.7% |
| Participant deferral / active EE | $4,371 | $5,680-23.0% | $6,842-36.1% | $3,740+16.9% |
| Admin fee / account holder | $1,448 | $6,053-76.1% | $9,309-84.4% | $5,306-72.7% |