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 | $77,413 | $89,355-13.4% | $141,162-45.2% | $72,985+6.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 22.77% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,984 | $3,114-4.2% | $4,735-37.0% | $2,440+22.3% |
| Participant deferral / active EE | $5,717 | $5,418+5.5% | $6,709-14.8% | $3,607+58.5% |
| Admin fee / account holder | $1,668 | $5,958-72.0% | $10,261-83.7% | $5,124-67.4% |