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 | $69,721 | $100,773-30.8% | $88,946-21.6% | $142,382-51.0% |
| Participation rate | 79.2% | 74.3%+4.9pp | 68.8%+10.3pp | 80.1%-1.0pp |
| Annual return | 16.89% | 70.18%-53.3pp | 57.82%-40.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,580 | $2,918+57.0% | $2,555+79.2% | $4,299+6.5% |
| Participant deferral / active EE | $5,799 | $5,230+10.9% | $4,581+26.6% | $6,507-10.9% |
| Admin fee / account holder | $1,527 | $9,693-84.2% | $8,261-81.5% | $12,624-87.9% |