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 | $72,499 | $64,324+12.7% | $118,925-39.0% | $79,858-9.2% |
| Participation rate | 77.1% | 64.9%+12.2pp | 75.4%+1.7pp | 69.6%+7.5pp |
| Annual return | 15.40% | 86.45%-71.0pp | 35.88%-20.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,383 | $1,836+29.8% | $3,263-27.0% | $2,471-3.6% |
| Participant deferral / active EE | $3,874 | $2,824+37.2% | $4,265-9.2% | $3,740+3.6% |
| Admin fee / account holder | $13,633 | $4,040+237.4% | $6,581+107.2% | $5,306+156.9% |