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 | $77,004 | $109,359-29.6% | $162,163-52.5% | $72,985+5.5% |
| Participation rate | 83.3% | 84.3%-0.9pp | 87.6%-4.2pp | 69.5%+13.8pp |
| Annual return | 40.16% | 25.46%+14.7pp | 115.59%-75.4pp | 81.00%-40.8pp |
| Employer contribution / active EE | $1,902 | $3,907-51.3% | $5,614-66.1% | $2,440-22.0% |
| Participant deferral / active EE | $3,656 | $5,481-33.3% | $7,298-49.9% | $3,607+1.3% |
| Admin fee / account holder | $7,313 | $7,972-8.3% | $10,843-32.6% | $5,124+42.7% |