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 | $75,015 | $58,577+28.1% | $83,333-10.0% | $64,186+16.9% |
| Participation rate | 73.6% | 72.0%+1.5pp | 77.8%-4.2pp | 69.6%+4.0pp |
| Annual return | 1556.92% | 9.65%+1547.3pp | 10.63%+1546.3pp | 7.63%+1549.3pp |
| Employer contribution / active EE | $1,281 | $2,098-39.0% | $3,379-62.1% | $2,381-46.2% |
| Participant deferral / active EE | $2,188 | $4,654-53.0% | $5,565-60.7% | $3,470-36.9% |
| Admin fee / account holder | $4,337 | $9,275-53.2% | $7,510-42.3% | $4,888-11.3% |