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 | $60,191 | $115,770-48.0% | $101,248-40.6% | $158,922-62.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 14.71% | 56.14%-41.4pp | 46.47%-31.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,431 | $4,175-65.7% | $3,660-60.9% | $4,761-69.9% |
| Participant deferral / active EE | $2,771 | $4,957-44.1% | $4,370-36.6% | $5,982-53.7% |
| Admin fee / account holder | $2,164 | $7,245-70.1% | $5,945-63.6% | $11,246-80.8% |