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 | $78,639 | $57,541+36.7% | $95,745-17.9% | $75,163+4.6% |
| Participation rate | 81.2% | 62.5%+18.6pp | 72.3%+8.9pp | 67.2%+14.0pp |
| Annual return | 16.72% | 34.93%-18.2pp | 28.35%-11.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $634 | $1,808-64.9% | $2,835-77.6% | $2,670-76.3% |
| Participant deferral / active EE | $4,095 | $3,074+33.2% | $4,245-3.5% | $4,125-0.7% |
| Admin fee / account holder | $3,217 | $4,099-21.5% | $5,678-43.3% | $5,651-43.1% |