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 | $70,660 | $98,750-28.4% | $149,696-52.8% | $79,858-11.5% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.5pp |
| Annual return | 17.73% | 27.43%-9.7pp | 276.60%-258.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,915 | $3,216-9.4% | $4,644-37.2% | $2,471+18.0% |
| Participant deferral / active EE | $5,693 | $5,680+0.2% | $6,842-16.8% | $3,740+52.2% |
| Admin fee / account holder | $2,477 | $6,053-59.1% | $9,309-73.4% | $5,306-53.3% |