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 | $78,392 | $80,724-2.9% | $103,333-24.1% | $74,495+5.2% |
| Participation rate | 70.1% | 65.7%+4.4pp | 74.5%-4.4pp | 67.2%+2.9pp |
| Annual return | 23.20% | 27.56%-4.4pp | 24.88%-1.7pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $2,159 | $3,157-31.6% | $3,868-44.2% | $2,623-17.7% |
| Participant deferral / active EE | $4,691 | $3,860+21.5% | $5,057-7.3% | $4,346+7.9% |
| Admin fee / account holder | $4,025 | $2,368+70.0% | $8,355-51.8% | $1,942+107.3% |