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 | $75,533 | $91,552-17.5% | $133,956-43.6% | $79,858-5.4% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.6%+27.5pp |
| Annual return | 12.27% | 61.85%-49.6pp | 45.09%-32.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,875 | $2,384+20.6% | $3,919-26.6% | $2,471+16.4% |
| Participant deferral / active EE | $5,513 | $3,733+47.7% | $5,048+9.2% | $3,740+47.4% |
| Admin fee / account holder | $4,972 | $6,321-21.3% | $8,927-44.3% | $5,306-6.3% |