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 | $83,245 | $89,355-6.8% | $141,162-41.0% | $72,985+14.1% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 24.39% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,289 | $3,114-26.5% | $4,735-51.7% | $2,440-6.2% |
| Participant deferral / active EE | $7,357 | $5,418+35.8% | $6,709+9.7% | $3,607+103.9% |
| Admin fee / account holder | $2,070 | $5,958-65.3% | $10,261-79.8% | $5,124-59.6% |