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 | $71,593 | $125,758-43.1% | $169,993-57.9% | $75,163-4.7% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.0%+5.9pp | 67.2%+25.7pp |
| Annual return | 18.67% | 27.20%-8.5pp | 53.37%-34.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,994 | $4,615-35.1% | $6,785-55.9% | $2,670+12.1% |
| Participant deferral / active EE | $5,132 | $6,837-24.9% | $10,408-50.7% | $4,125+24.4% |
| Admin fee / account holder | $4,856 | $8,173-40.6% | $12,815-62.1% | $5,651-14.1% |