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 | $79,974 | $125,758-36.4% | $169,993-53.0% | $75,163+6.4% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 15.29% | 27.20%-11.9pp | 53.37%-38.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,807 | $4,615-39.2% | $6,785-58.6% | $2,670+5.1% |
| Participant deferral / active EE | $7,527 | $6,837+10.1% | $10,408-27.7% | $4,125+82.5% |
| Admin fee / account holder | $13,981 | $8,173+71.1% | $12,815+9.1% | $5,651+147.4% |