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 | $74,478 | $100,041-25.6% | $149,718-50.3% | $70,131+6.2% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 15.17% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,090 | $3,662-70.2% | $5,445-80.0% | $2,342-53.5% |
| Participant deferral / active EE | $3,523 | $4,983-29.3% | $6,569-46.4% | $3,332+5.8% |
| Admin fee / account holder | $6,862 | $8,286-17.2% | $11,283-39.2% | $4,645+47.7% |