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 | $78,654 | $78,422+0.3% | $95,952-18.0% | $79,858-1.5% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.5pp |
| Annual return | 12.67% | 19.37%-6.7pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $4,377 | $1,945+125.0% | $2,541+72.2% | $2,471+77.1% |
| Participant deferral / active EE | $2,541 | $3,440-26.1% | $4,167-39.0% | $3,740-32.1% |
| Admin fee / account holder | $5,791 | $5,622+3.0% | $6,795-14.8% | $5,306+9.1% |