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 | $78,624 | $58,694+34.0% | $142,863-45.0% | $85,850-8.4% |
| Participation rate | 87.3% | 58.5%+28.8pp | 71.9%+15.3pp | 69.3%+18.0pp |
| Annual return | 24.58% | 27.72%-3.1pp | 5637.54%-5613.0pp | 318.53%-294.0pp |
| Employer contribution / active EE | $3,800 | $1,423+167.1% | $4,144-8.3% | $2,565+48.1% |
| Participant deferral / active EE | $2,920 | $2,607+12.0% | $3,837-23.9% | $3,952-26.1% |
| Admin fee / account holder | $1,575 | $4,239-62.8% | $6,560-76.0% | $6,260-74.8% |