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 | $73,356 | $65,365+12.2% | $92,893-21.0% | $72,985+0.5% |
| Participation rate | 80.7% | 68.3%+12.4pp | 76.0%+4.7pp | 69.5%+11.2pp |
| Annual return | 18.63% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $15,319 | $2,594+490.5% | $3,653+319.4% | $2,440+527.9% |
| Participant deferral / active EE | $1,649 | $3,128-47.3% | $4,236-61.1% | $3,607-54.3% |
| Admin fee / account holder | $8,311 | $4,251+95.5% | $5,794+43.4% | $5,124+62.2% |