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 | $61,641 | $54,705+12.7% | $71,209-13.4% | $84,808-27.3% |
| Participation rate | 90.6% | 64.1%+26.6pp | 73.8%+16.9pp | 68.3%+22.3pp |
| Annual return | 14.12% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,941 | $2,158+36.3% | $2,721+8.1% | $2,631+11.8% |
| Participant deferral / active EE | $3,088 | $3,030+1.9% | $4,175-26.0% | $4,212-26.7% |
| Admin fee / account holder | $4,773 | $4,863-1.8% | $5,349-10.8% | $7,344-35.0% |