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 | $73,957 | $100,041-26.1% | $149,718-50.6% | $70,131+5.5% |
| Participation rate | 86.8% | 83.6%+3.3pp | 87.1%-0.2pp | 69.5%+17.3pp |
| Annual return | 16.81% | 27.43%-10.6pp | 1501.63%-1484.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,700 | $3,662-53.6% | $5,445-68.8% | $2,342-27.4% |
| Participant deferral / active EE | $10,020 | $4,983+101.1% | $6,569+52.5% | $3,332+200.7% |
| Admin fee / account holder | $12,803 | $8,286+54.5% | $11,283+13.5% | $4,645+175.6% |