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 | $77,263 | $73,933+4.5% | $96,683-20.1% | $75,163+2.8% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 22.36% | 26.70%-4.3pp | 35.69%-13.3pp | 160.62%-138.3pp |
| Employer contribution / active EE | $7,927 | $2,928+170.8% | $3,737+112.1% | $2,670+196.9% |
| Participant deferral / active EE | $6,964 | $3,659+90.4% | $4,878+42.8% | $4,125+68.8% |
| Admin fee / account holder | $4,948 | $5,216-5.1% | $6,730-26.5% | $5,651-12.4% |