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 | $67,307 | $63,346+6.3% | $92,233-27.0% | $70,131-4.0% |
| Participation rate | 71.0% | 68.7%+2.3pp | 76.5%-5.5pp | 69.5%+1.4pp |
| Annual return | 18.18% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,425 | $2,471-42.4% | $3,679-61.3% | $2,342-39.2% |
| Participant deferral / active EE | $3,807 | $2,854+33.4% | $3,897-2.3% | $3,332+14.3% |
| Admin fee / account holder | $455 | $3,840-88.1% | $5,194-91.2% | $4,645-90.2% |