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 | $63,526 | $115,770-45.1% | $101,248-37.3% | $158,922-60.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 14.49% | 56.14%-41.6pp | 46.47%-32.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,885 | $4,175-30.9% | $3,660-21.2% | $4,761-39.4% |
| Participant deferral / active EE | $5,231 | $4,957+5.5% | $4,370+19.7% | $5,982-12.6% |
| Admin fee / account holder | $8,631 | $7,245+19.1% | $5,945+45.2% | $11,246-23.2% |