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 | $72,490 | $58,208+24.5% | $81,812-11.4% | $80,856-10.3% |
| Participation rate | 89.1% | 63.4%+25.7pp | 72.3%+16.7pp | 67.6%+21.5pp |
| Annual return | 12.70% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,183 | $2,340+36.0% | $2,912+9.3% | $2,755+15.5% |
| Participant deferral / active EE | $3,645 | $3,281+11.1% | $4,319-15.6% | $4,296-15.2% |
| Admin fee / account holder | $1,666 | $4,981-66.6% | $7,386-77.4% | $6,918-75.9% |