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 | $69,978 | $58,926+18.8% | $97,226-28.0% | $74,495-6.1% |
| Participation rate | 91.6% | 63.5%+28.1pp | 72.7%+18.9pp | 67.2%+24.4pp |
| Annual return | 12.45% | 16.04%-3.6pp | 75.13%-62.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $970 | $1,894-48.8% | $2,729-64.5% | $2,623-63.0% |
| Participant deferral / active EE | $6,874 | $3,664+87.6% | $4,264+61.2% | $4,346+58.2% |
| Admin fee / account holder | $6,389 | $1,974+223.7% | $5,654+13.0% | $1,942+229.0% |