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 | $73,438 | $54,705+34.2% | $71,209+3.1% | $84,808-13.4% |
| Participation rate | 91.0% | 64.1%+27.0pp | 73.8%+17.3pp | 68.3%+22.7pp |
| Annual return | 16.31% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,608 | $2,158+20.9% | $2,721-4.1% | $2,631-0.9% |
| Participant deferral / active EE | $4,225 | $3,030+39.4% | $4,175+1.2% | $4,212+0.3% |
| Admin fee / account holder | $3,028 | $4,863-37.7% | $5,349-43.4% | $7,344-58.8% |