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 | $71,570 | $89,355-19.9% | $141,162-49.3% | $72,985-1.9% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 19.87% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,638 | $3,114-15.3% | $4,735-44.3% | $2,440+8.1% |
| Participant deferral / active EE | $5,835 | $5,418+7.7% | $6,709-13.0% | $3,607+61.7% |
| Admin fee / account holder | $2,023 | $5,958-66.0% | $10,261-80.3% | $5,124-60.5% |