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 | $62,065 | $89,355-30.5% | $141,162-56.0% | $72,985-15.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 22.67% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,854 | $3,114-8.4% | $4,735-39.7% | $2,440+17.0% |
| Participant deferral / active EE | $6,665 | $5,418+23.0% | $6,709-0.7% | $3,607+84.8% |
| Admin fee / account holder | $2,844 | $5,958-52.3% | $10,261-72.3% | $5,124-44.5% |