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 | $78,489 | $76,000+3.3% | $154,107-49.1% | $64,186+22.3% |
| Participation rate | 94.9% | 70.4%+24.5pp | 83.0%+11.8pp | 69.6%+25.3pp |
| Annual return | 9.38% | 30.32%-20.9pp | 735.12%-725.7pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,264 | $3,351-32.4% | $5,298-57.3% | $2,381-4.9% |
| Participant deferral / active EE | $2,817 | $3,175-11.3% | $5,081-44.6% | $3,470-18.8% |
| Admin fee / account holder | $446 | $5,596-92.0% | $13,411-96.7% | $4,888-90.9% |