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 | $84,572 | $100,041-15.5% | $149,718-43.5% | $70,131+20.6% |
| Participation rate | 74.1% | 83.6%-9.5pp | 87.1%-13.0pp | 69.5%+4.5pp |
| Annual return | 15.65% | 27.43%-11.8pp | 1501.63%-1486.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,717 | $3,662-25.8% | $5,445-50.1% | $2,342+16.0% |
| Participant deferral / active EE | $5,559 | $4,983+11.6% | $6,569-15.4% | $3,332+66.8% |
| Admin fee / account holder | $4,077 | $8,286-50.8% | $11,283-63.9% | $4,645-12.2% |