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 | $72,170 | $94,529-23.7% | $140,016-48.5% | $64,186+12.4% |
| Participation rate | 81.2% | 84.1%-2.9pp | 87.5%-6.3pp | 69.6%+11.6pp |
| Annual return | 1.40% | 7.77%-6.4pp | 651.12%-649.7pp | 7.63%-6.2pp |
| Employer contribution / active EE | $2,770 | $3,812-27.4% | $5,606-50.6% | $2,381+16.3% |
| Participant deferral / active EE | $7,351 | $5,250+40.0% | $6,927+6.1% | $3,470+111.9% |
| Admin fee / account holder | $10,076 | $6,741+49.5% | $10,705-5.9% | $4,888+106.1% |