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 | $82,141 | $64,839+26.7% | $95,585-14.1% | $84,808-3.1% |
| Participation rate | 81.6% | 63.8%+17.8pp | 72.1%+9.6pp | 68.3%+13.3pp |
| Annual return | 14.09% | -670.96%+685.0pp | 38.56%-24.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,534 | $1,759+157.8% | $2,527+79.5% | $2,631+72.3% |
| Participant deferral / active EE | $4,359 | $2,965+47.0% | $4,023+8.4% | $4,212+3.5% |
| Admin fee / account holder | $1,663 | $5,964-72.1% | $6,127-72.9% | $7,344-77.4% |