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 | $76,488 | $93,571-18.3% | $135,903-43.7% | $75,163+1.8% |
| Participation rate | 73.1% | 75.2%-2.0pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 21.11% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $5,171 | $3,537+46.2% | $4,856+6.5% | $2,670+93.7% |
| Participant deferral / active EE | $11,120 | $6,404+73.6% | $7,758+43.3% | $4,125+169.6% |
| Admin fee / account holder | $761 | $6,975-89.1% | $10,762-92.9% | $5,651-86.5% |