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 | $64,700 | $85,202-24.1% | $172,739-62.5% | $72,985-11.4% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 17.01% | 27.32%-10.3pp | 802.84%-785.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $3,625 | $3,324+9.0% | $5,143-29.5% | $2,440+48.6% |
| Participant deferral / active EE | $4,907 | $3,260+50.5% | $5,198-5.6% | $3,607+36.0% |
| Admin fee / account holder | $13,555 | $5,884+130.4% | $13,954-2.9% | $5,124+164.5% |