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 | $70,750 | $89,355-20.8% | $141,162-49.9% | $72,985-3.1% |
| Participation rate | 87.0% | 75.1%+11.8pp | 82.5%+4.5pp | 69.5%+17.5pp |
| Annual return | 24.22% | 111.85%-87.6pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,971 | $3,114-4.6% | $4,735-37.3% | $2,440+21.8% |
| Participant deferral / active EE | $5,804 | $5,418+7.1% | $6,709-13.5% | $3,607+60.9% |
| Admin fee / account holder | $2,351 | $5,958-60.5% | $10,261-77.1% | $5,124-54.1% |