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 | $72,491 | $91,190-20.5% | $178,490-59.4% | $79,858-9.2% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 16.70% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,642 | $3,256-18.9% | $5,011-47.3% | $2,471+6.9% |
| Participant deferral / active EE | $5,042 | $3,236+55.8% | $5,202-3.1% | $3,740+34.8% |
| Admin fee / account holder | $990 | $6,751-85.3% | $13,984-92.9% | $5,306-81.3% |