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 | $76,878 | $102,616-25.1% | $81,983-6.2% | $158,922-51.6% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.2%+22.1pp | 82.0%+9.3pp |
| Annual return | 13.48% | 61.04%-47.6pp | 41.31%-27.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,517 | $3,240-53.2% | $2,498-39.3% | $4,761-68.1% |
| Participant deferral / active EE | $4,359 | $4,648-6.2% | $3,722+17.1% | $5,982-27.1% |
| Admin fee / account holder | $9,574 | $8,235+16.3% | $5,664+69.0% | $11,246-14.9% |