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 | $77,594 | $93,571-17.1% | $135,903-42.9% | $75,163+3.2% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 20.82% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,381 | $3,537-60.9% | $4,856-71.6% | $2,670-48.3% |
| Participant deferral / active EE | $5,965 | $6,404-6.9% | $7,758-23.1% | $4,125+44.6% |
| Admin fee / account holder | $1,087 | $6,975-84.4% | $10,762-89.9% | $5,651-80.8% |