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 | $80,741 | $91,190-11.5% | $178,490-54.8% | $79,858+1.1% |
| Participation rate | 94.7% | 69.2%+25.5pp | 81.9%+12.8pp | 69.6%+25.1pp |
| Annual return | 10.05% | 24.19%-14.1pp | 151.07%-141.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $6,353 | $3,256+95.1% | $5,011+26.8% | $2,471+157.1% |
| Participant deferral / active EE | $4,734 | $3,236+46.3% | $5,202-9.0% | $3,740+26.6% |
| Admin fee / account holder | $752 | $6,751-88.9% | $13,984-94.6% | $5,306-85.8% |