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 | $70,455 | $67,411+4.5% | $91,001-22.6% | $70,131+0.5% |
| Participation rate | 98.1% | 71.4%+26.7pp | 75.6%+22.5pp | 69.5%+28.5pp |
| Annual return | 24.06% | -40.16%+64.2pp | 4.60%+19.5pp | 73.14%-49.1pp |
| Employer contribution / active EE | $3,067 | $1,786+71.7% | $2,456+24.9% | $2,342+30.9% |
| Participant deferral / active EE | $3,550 | $2,823+25.8% | $3,547+0.1% | $3,332+6.5% |
| Admin fee / account holder | $7,767 | $4,236+83.3% | $5,417+43.4% | $4,645+67.2% |