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 | $77,751 | $91,538-15.1% | $129,995-40.2% | $75,163+3.4% |
| Participation rate | 97.2% | 71.4%+25.8pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 13.01% | -631.11%+644.1pp | -137.18%+150.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $926 | $2,845-67.5% | $4,320-78.6% | $2,670-65.3% |
| Participant deferral / active EE | $4,475 | $4,341+3.1% | $5,820-23.1% | $4,125+8.5% |
| Admin fee / account holder | $3,994 | $6,790-41.2% | $10,614-62.4% | $5,651-29.3% |