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 | $75,540 | $85,202-11.3% | $172,739-56.3% | $72,985+3.5% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.6%+13.9pp | 69.5%+27.1pp |
| Annual return | 18.51% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,021 | $3,324-39.2% | $5,143-60.7% | $2,440-17.2% |
| Participant deferral / active EE | $4,232 | $3,260+29.8% | $5,198-18.6% | $3,607+17.3% |
| Admin fee / account holder | $12,262 | $5,884+108.4% | $13,954-12.1% | $5,124+139.3% |