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 | $78,143 | $76,000+2.8% | $154,107-49.3% | $64,186+21.7% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.0pp | 69.6%+28.5pp |
| Annual return | 5.79% | 30.32%-24.5pp | 735.12%-729.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $6,416 | $3,351+91.5% | $5,298+21.1% | $2,381+169.5% |
| Participant deferral / active EE | $2,063 | $3,175-35.0% | $5,081-59.4% | $3,470-40.5% |
| Admin fee / account holder | $589 | $5,596-89.5% | $13,411-95.6% | $4,888-87.9% |