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 | $74,148 | $98,750-24.9% | $149,696-50.5% | $79,858-7.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 16.88% | 27.43%-10.6pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,293 | $3,216+2.4% | $4,644-29.1% | $2,471+33.3% |
| Participant deferral / active EE | $7,664 | $5,680+34.9% | $6,842+12.0% | $3,740+104.9% |
| Admin fee / account holder | $6,296 | $6,053+4.0% | $9,309-32.4% | $5,306+18.6% |