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 | $77,941 | $71,050+9.7% | $93,606-16.7% | $80,856-3.6% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.6%+23.3pp |
| Annual return | 11.82% | 11.26%+0.6pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $6,093 | $1,564+289.7% | $2,420+151.8% | $2,755+121.2% |
| Participant deferral / active EE | $4,159 | $4,034+3.1% | $4,411-5.7% | $4,296-3.2% |
| Admin fee / account holder | $2,309 | $6,945-66.8% | $8,285-72.1% | $6,918-66.6% |