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 | $74,252 | $100,041-25.8% | $149,718-50.4% | $70,131+5.9% |
| Participation rate | 86.4% | 83.6%+2.9pp | 87.1%-0.6pp | 69.5%+16.9pp |
| Annual return | 20.75% | 27.43%-6.7pp | 1501.63%-1480.9pp | 73.14%-52.4pp |
| Employer contribution / active EE | $3,872 | $3,662+5.8% | $5,445-28.9% | $2,342+65.3% |
| Participant deferral / active EE | $6,454 | $4,983+29.5% | $6,569-1.7% | $3,332+93.7% |
| Admin fee / account holder | $1,822 | $8,286-78.0% | $11,283-83.9% | $4,645-60.8% |