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 | $77,846 | $101,069-23.0% | $81,478-4.5% | $147,584-47.3% |
| Participation rate | 95.8% | 74.5%+21.4pp | 68.0%+27.9pp | 82.8%+13.0pp |
| Annual return | 14.86% | 32.40%-17.5pp | 38.78%-23.9pp | 578.55%-563.7pp |
| Employer contribution / active EE | $4,451 | $3,205+38.9% | $2,568+73.3% | $4,876-8.7% |
| Participant deferral / active EE | $5,195 | $4,242+22.5% | $3,537+46.9% | $5,439-4.5% |
| Admin fee / account holder | $2,157 | $5,812-62.9% | $4,561-52.7% | $10,885-80.2% |