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 | $69,917 | $84,233-17.0% | $170,442-59.0% | $70,131-0.3% |
| Participation rate | 90.7% | 70.8%+19.9pp | 83.6%+7.1pp | 69.5%+21.2pp |
| Annual return | 14.43% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,052 | $3,387-39.4% | $5,433-62.2% | $2,342-12.4% |
| Participant deferral / active EE | $2,637 | $3,086-14.5% | $4,939-46.6% | $3,332-20.9% |
| Admin fee / account holder | $9,911 | $5,698+73.9% | $13,880-28.6% | $4,645+113.4% |