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 9-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 | $79,998 | $109,359-26.8% | $162,163-50.7% | $72,985+9.6% |
| Participation rate | 75.6% | 84.3%-8.6pp | 87.6%-11.9pp | 69.5%+6.2pp |
| Annual return | 26.10% | 25.46%+0.6pp | 115.59%-89.5pp | 81.00%-54.9pp |
| Employer contribution / active EE | $3,552 | $3,907-9.1% | $5,614-36.7% | $2,440+45.6% |
| Participant deferral / active EE | $5,566 | $5,481+1.5% | $7,298-23.7% | $3,607+54.3% |
| Admin fee / account holder | $1,346 | $7,972-83.1% | $10,843-87.6% | $5,124-73.7% |