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 | $80,783 | $89,355-9.6% | $141,162-42.8% | $72,985+10.7% |
| Participation rate | 90.5% | 75.1%+15.4pp | 82.5%+8.1pp | 69.5%+21.1pp |
| Annual return | 22.77% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $4,001 | $3,114+28.5% | $4,735-15.5% | $2,440+64.0% |
| Participant deferral / active EE | $4,835 | $5,418-10.8% | $6,709-27.9% | $3,607+34.0% |
| Admin fee / account holder | $4,566 | $5,958-23.4% | $10,261-55.5% | $5,124-10.9% |