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 | $80,109 | $81,625-1.9% | $167,512-52.2% | $74,304+7.8% |
| Participation rate | 77.2% | 60.0%+17.2pp | 77.1%+0.2pp | 60.3%+16.9pp |
| Annual return | 25.22% | 26.09%-0.9pp | 1615.79%-1590.6pp | 29.43%-4.2pp |
| Employer contribution / active EE | $2,822 | $2,010+40.4% | $3,882-27.3% | $2,241+25.9% |
| Participant deferral / active EE | $4,726 | $4,115+14.9% | $6,405-26.2% | $3,767+25.5% |
| Admin fee / account holder | $1,648 | $3,474-52.6% | $9,769-83.1% | $2,969-44.5% |