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 | $76,254 | $89,355-14.7% | $141,162-46.0% | $72,985+4.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 25.57% | 111.85%-86.3pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,604 | $3,114-16.4% | $4,735-45.0% | $2,440+6.7% |
| Participant deferral / active EE | $4,657 | $5,418-14.0% | $6,709-30.6% | $3,607+29.1% |
| Admin fee / account holder | $2,696 | $5,958-54.8% | $10,261-73.7% | $5,124-47.4% |