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 | $74,498 | $98,750-24.6% | $149,696-50.2% | $79,858-6.7% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 17.38% | 27.43%-10.1pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,207 | $3,216-62.5% | $4,644-74.0% | $2,471-51.2% |
| Participant deferral / active EE | $4,276 | $5,680-24.7% | $6,842-37.5% | $3,740+14.3% |
| Admin fee / account holder | $304 | $6,053-95.0% | $9,309-96.7% | $5,306-94.3% |