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 | $74,589 | $68,547+8.8% | $120,354-38.0% | $80,856-7.8% |
| Participation rate | 88.4% | 61.6%+26.8pp | 71.9%+16.5pp | 67.6%+20.8pp |
| Annual return | 12.36% | 23.60%-11.2pp | 107.15%-94.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,346 | $2,051-34.4% | $3,463-61.1% | $2,755-51.1% |
| Participant deferral / active EE | $4,508 | $3,173+42.0% | $4,991-9.7% | $4,296+4.9% |
| Admin fee / account holder | $7,276 | $5,732+26.9% | $9,423-22.8% | $6,918+5.2% |