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 | $71,533 | $63,861+12.0% | $104,607-31.6% | $79,858-10.4% |
| Participation rate | 79.3% | 64.9%+14.4pp | 74.1%+5.2pp | 69.6%+9.7pp |
| Annual return | 12.09% | 21.30%-9.2pp | 340.46%-328.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $611 | $1,588-61.5% | $2,681-77.2% | $2,471-75.3% |
| Participant deferral / active EE | $5,398 | $2,693+100.4% | $3,740+44.3% | $3,740+44.3% |
| Admin fee / account holder | $5,488 | $4,185+31.1% | $6,473-15.2% | $5,306+3.4% |