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 | $77,590 | $54,705+41.8% | $71,209+9.0% | $84,808-8.5% |
| Participation rate | 82.3% | 64.1%+18.2pp | 73.8%+8.5pp | 68.3%+13.9pp |
| Annual return | 17.09% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $887 | $2,158-58.9% | $2,721-67.4% | $2,631-66.3% |
| Participant deferral / active EE | $5,331 | $3,030+75.9% | $4,175+27.7% | $4,212+26.6% |
| Admin fee / account holder | $3,041 | $4,863-37.5% | $5,349-43.2% | $7,344-58.6% |