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 | $80,547 | $94,625-14.9% | $116,228-30.7% | $84,808-5.0% |
| Participation rate | 80.8% | 70.4%+10.3pp | 74.6%+6.2pp | 68.3%+12.5pp |
| Annual return | 22.26% | 20.40%+1.9pp | 90.06%-67.8pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,872 | $2,347-20.2% | $2,994-37.5% | $2,631-28.9% |
| Participant deferral / active EE | $4,789 | $3,972+20.6% | $4,953-3.3% | $4,212+13.7% |
| Admin fee / account holder | $1,368 | $10,091-86.4% | $11,989-88.6% | $7,344-81.4% |