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 | $64,304 | $98,750-34.9% | $149,696-57.0% | $79,858-19.5% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 21.80% | 27.43%-5.6pp | 276.60%-254.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,307 | $3,216-28.3% | $4,644-50.3% | $2,471-6.6% |
| Participant deferral / active EE | $4,393 | $5,680-22.7% | $6,842-35.8% | $3,740+17.5% |
| Admin fee / account holder | $540 | $6,053-91.1% | $9,309-94.2% | $5,306-89.8% |