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 | $70,462 | $65,409+7.7% | $98,442-28.4% | $85,850-17.9% |
| Participation rate | 77.6% | 65.0%+12.6pp | 73.3%+4.2pp | 69.3%+8.2pp |
| Annual return | 14.03% | 21.76%-7.7pp | 1492.73%-1478.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,888 | $2,168+79.4% | $2,960+31.4% | $2,565+51.6% |
| Participant deferral / active EE | $6,578 | $3,166+107.7% | $4,276+53.8% | $3,952+66.5% |
| Admin fee / account holder | $17,523 | $4,593+281.5% | $5,949+194.5% | $6,260+179.9% |