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 | $78,637 | $109,359-28.1% | $162,163-51.5% | $72,985+7.7% |
| Participation rate | 81.6% | 84.3%-2.7pp | 87.6%-6.0pp | 69.5%+12.1pp |
| Annual return | 23.18% | 25.46%-2.3pp | 115.59%-92.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,927 | $3,907-25.1% | $5,614-47.9% | $2,440+20.0% |
| Participant deferral / active EE | $10,147 | $5,481+85.1% | $7,298+39.0% | $3,607+181.3% |
| Admin fee / account holder | $4,470 | $7,972-43.9% | $10,843-58.8% | $5,124-12.8% |