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 | $72,849 | $93,571-22.1% | $135,903-46.4% | $75,163-3.1% |
| Participation rate | 89.9% | 75.2%+14.7pp | 81.9%+8.0pp | 67.2%+22.7pp |
| Annual return | 23.61% | 30.90%-7.3pp | 68.23%-44.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $2,567 | $3,537-27.4% | $4,856-47.1% | $2,670-3.9% |
| Participant deferral / active EE | $4,614 | $6,404-28.0% | $7,758-40.5% | $4,125+11.8% |
| Admin fee / account holder | $18,395 | $6,975+163.7% | $10,762+70.9% | $5,651+225.5% |