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 | $67,809 | $89,355-24.1% | $141,162-52.0% | $72,985-7.1% |
| Participation rate | 76.6% | 75.1%+1.5pp | 82.5%-5.9pp | 69.5%+7.1pp |
| Annual return | 27.21% | 111.85%-84.6pp | 71.39%-44.2pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,179 | $3,114-62.2% | $4,735-75.1% | $2,440-51.7% |
| Participant deferral / active EE | $4,704 | $5,418-13.2% | $6,709-29.9% | $3,607+30.4% |
| Admin fee / account holder | $904 | $5,958-84.8% | $10,261-91.2% | $5,124-82.4% |