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 | $82,207 | $70,669+16.3% | $169,368-51.5% | $75,163+9.4% |
| Participation rate | 81.5% | 64.8%+16.7pp | 77.1%+4.3pp | 67.2%+14.3pp |
| Annual return | 19.47% | 36.36%-16.9pp | 405.60%-386.1pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,735 | $2,211-21.5% | $4,013-56.8% | $2,670-35.0% |
| Participant deferral / active EE | $2,420 | $4,311-43.9% | $6,221-61.1% | $4,125-41.3% |
| Admin fee / account holder | $1,012 | $5,402-81.3% | $9,003-88.8% | $5,651-82.1% |