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 | $78,068 | $88,083-11.4% | $164,813-52.6% | $74,495+4.8% |
| Participation rate | 95.5% | 73.0%+22.5pp | 78.6%+16.9pp | 67.2%+28.3pp |
| Annual return | 14.14% | 17.26%-3.1pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,921 | $2,593-25.9% | $4,341-55.7% | $2,623-26.8% |
| Participant deferral / active EE | $8,032 | $4,498+78.6% | $6,031+33.2% | $4,346+84.8% |
| Admin fee / account holder | $4,518 | $2,234+102.3% | $12,690-64.4% | $1,942+132.7% |