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 | $79,445 | $89,355-11.1% | $141,162-43.7% | $72,985+8.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.07% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,509 | $3,114-19.4% | $4,735-47.0% | $2,440+2.8% |
| Participant deferral / active EE | $4,394 | $5,418-18.9% | $6,709-34.5% | $3,607+21.8% |
| Admin fee / account holder | $1,349 | $5,958-77.4% | $10,261-86.9% | $5,124-73.7% |