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 | $78,070 | $93,571-16.6% | $135,903-42.6% | $75,163+3.9% |
| Participation rate | 79.0% | 75.2%+3.9pp | 81.9%-2.9pp | 67.2%+11.8pp |
| Annual return | 24.46% | 30.90%-6.4pp | 68.23%-43.8pp | 160.62%-136.2pp |
| Employer contribution / active EE | $1,693 | $3,537-52.1% | $4,856-65.1% | $2,670-36.6% |
| Participant deferral / active EE | $4,748 | $6,404-25.9% | $7,758-38.8% | $4,125+15.1% |
| Admin fee / account holder | $11,385 | $6,975+63.2% | $10,762+5.8% | $5,651+101.5% |