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 | $72,832 | $53,516+36.1% | $126,539-42.4% | $84,808-14.1% |
| Participation rate | 80.4% | 58.2%+22.1pp | 69.8%+10.5pp | 68.3%+12.0pp |
| Annual return | 19.58% | 58.34%-38.8pp | 425.95%-406.4pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,814 | $1,535+18.2% | $3,674-50.6% | $2,631-31.1% |
| Participant deferral / active EE | $3,709 | $2,671+38.9% | $4,083-9.2% | $4,212-11.9% |
| Admin fee / account holder | $4,668 | $4,497+3.8% | $6,065-23.0% | $7,344-36.4% |