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 | $72,094 | $93,571-23.0% | $135,903-47.0% | $75,163-4.1% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | 22.66% | 30.90%-8.2pp | 68.23%-45.6pp | 160.62%-138.0pp |
| Employer contribution / active EE | $7,794 | $3,537+120.4% | $4,856+60.5% | $2,670+191.9% |
| Participant deferral / active EE | $11,557 | $6,404+80.5% | $7,758+49.0% | $4,125+180.2% |
| Admin fee / account holder | $2,303 | $6,975-67.0% | $10,762-78.6% | $5,651-59.2% |