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 | $78,455 | $56,114+39.8% | $96,139-18.4% | $85,850-8.6% |
| Participation rate | 78.6% | 56.7%+21.9pp | 68.4%+10.1pp | 69.3%+9.3pp |
| Annual return | 16.15% | 42.30%-26.2pp | 191.94%-175.8pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,677 | $1,620+3.5% | $2,797-40.1% | $2,565-34.6% |
| Participant deferral / active EE | $3,852 | $2,859+34.7% | $4,349-11.4% | $3,952-2.5% |
| Admin fee / account holder | $421 | $3,768-88.8% | $5,537-92.4% | $6,260-93.3% |