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 | $74,194 | $77,634-4.4% | $156,549-52.6% | $62,891+18.0% |
| Participation rate | 95.6% | 71.2%+24.4pp | 84.0%+11.5pp | 69.3%+26.2pp |
| Annual return | 6.34% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,921 | $3,444-15.2% | $5,501-46.9% | $2,281+28.0% |
| Participant deferral / active EE | $5,229 | $3,045+71.7% | $4,871+7.4% | $3,203+63.3% |
| Admin fee / account holder | $15,467 | $5,561+178.1% | $13,027+18.7% | $4,296+260.1% |