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 | $71,124 | $116,175-38.8% | $93,606-24.0% | $152,861-53.5% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 17.28% | 35.96%-18.7pp | 32.76%-15.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $4,403 | $3,218+36.8% | $2,718+62.0% | $4,762-7.5% |
| Participant deferral / active EE | $7,179 | $4,603+56.0% | $4,069+76.5% | $5,850+22.7% |
| Admin fee / account holder | $15,895 | $10,748+47.9% | $7,888+101.5% | $11,596+37.1% |