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 | $72,429 | $152,587-52.5% | $125,175-42.1% | $152,861-52.6% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 12.07% | 54.84%-42.8pp | 43.79%-31.7pp | 345.32%-333.3pp |
| Employer contribution / active EE | $2,893 | $4,946-41.5% | $3,865-25.2% | $4,762-39.2% |
| Participant deferral / active EE | $6,057 | $5,868+3.2% | $4,937+22.7% | $5,850+3.5% |
| Admin fee / account holder | $63,519 | $13,434+372.8% | $9,702+554.7% | $11,596+447.7% |