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 | $71,758 | $85,766-16.3% | $136,294-47.4% | $70,131+2.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 16.83% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,431 | $2,966-51.8% | $4,695-69.5% | $2,342-38.9% |
| Participant deferral / active EE | $6,112 | $5,051+21.0% | $6,247-2.2% | $3,332+83.4% |
| Admin fee / account holder | $6,970 | $5,420+28.6% | $9,243-24.6% | $4,645+50.0% |