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 | $73,471 | $89,355-17.8% | $141,162-48.0% | $72,985+0.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 29.33% | 111.85%-82.5pp | 71.39%-42.1pp | 81.00%-51.7pp |
| Employer contribution / active EE | $3,170 | $3,114+1.8% | $4,735-33.1% | $2,440+29.9% |
| Participant deferral / active EE | $7,488 | $5,418+38.2% | $6,709+11.6% | $3,607+107.6% |
| Admin fee / account holder | $357 | $5,958-94.0% | $10,261-96.5% | $5,124-93.0% |