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 | $70,146 | $80,753-13.1% | $136,294-48.5% | $62,292+12.6% |
| Participation rate | 80.6% | 73.5%+7.0pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 16.66% | 35.83%-19.2pp | 5155.94%-5139.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $736 | $2,884-74.5% | $4,695-84.3% | $2,042-63.9% |
| Participant deferral / active EE | $4,234 | $5,164-18.0% | $6,247-32.2% | $3,169+33.6% |
| Admin fee / account holder | $4,693 | $525+793.3% | $9,243-49.2% | $479+879.1% |