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 | $75,257 | $78,672-4.3% | $109,143-31.0% | $85,850-12.3% |
| Participation rate | 91.2% | 68.3%+22.9pp | 75.9%+15.3pp | 69.3%+21.9pp |
| Annual return | 12.31% | 25.09%-12.8pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,050 | $2,735-61.6% | $3,722-71.8% | $2,565-59.1% |
| Participant deferral / active EE | $3,495 | $3,467+0.8% | $4,653-24.9% | $3,952-11.6% |
| Admin fee / account holder | $18,381 | $5,469+236.1% | $6,752+172.2% | $6,260+193.6% |