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 | $82,624 | $85,202-3.0% | $172,739-52.2% | $72,985+13.2% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 19.92% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,117 | $3,324-66.4% | $5,143-78.3% | $2,440-54.2% |
| Participant deferral / active EE | $4,616 | $3,260+41.6% | $5,198-11.2% | $3,607+28.0% |
| Admin fee / account holder | $4,113 | $5,884-30.1% | $13,954-70.5% | $5,124-19.7% |