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 | $79,504 | $89,355-11.0% | $141,162-43.7% | $72,985+8.9% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 21.60% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $970 | $3,114-68.9% | $4,735-79.5% | $2,440-60.2% |
| Participant deferral / active EE | $5,050 | $5,418-6.8% | $6,709-24.7% | $3,607+40.0% |
| Admin fee / account holder | $4,596 | $5,958-22.9% | $10,261-55.2% | $5,124-10.3% |