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 | $76,975 | $56,053+37.3% | $75,972+1.3% | $80,856-4.8% |
| Participation rate | 77.4% | 62.0%+15.3pp | 69.1%+8.3pp | 67.6%+9.7pp |
| Annual return | 10.46% | 20.53%-10.1pp | 359.55%-349.1pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,429 | $3,052+77.9% | $4,255+27.6% | $4,296+26.4% |
| Admin fee / account holder | $9,815 | $5,234+87.6% | $6,467+51.8% | $6,918+41.9% |