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 | $82,628 | $78,422+5.4% | $95,952-13.9% | $79,858+3.5% |
| Participation rate | 84.4% | 73.5%+10.9pp | 77.1%+7.3pp | 69.6%+14.7pp |
| Annual return | 14.13% | 19.37%-5.2pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,483 | $1,945-23.7% | $2,541-41.6% | $2,471-40.0% |
| Participant deferral / active EE | $4,214 | $3,440+22.5% | $4,167+1.1% | $3,740+12.7% |
| Admin fee / account holder | $9,497 | $5,622+68.9% | $6,795+39.8% | $5,306+79.0% |