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 | $79,189 | $98,750-19.8% | $149,696-47.1% | $79,858-0.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.6%+17.9pp |
| Annual return | 17.02% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,371 | $3,216+4.8% | $4,644-27.4% | $2,471+36.4% |
| Participant deferral / active EE | $7,465 | $5,680+31.4% | $6,842+9.1% | $3,740+99.6% |
| Admin fee / account holder | $4,758 | $6,053-21.4% | $9,309-48.9% | $5,306-10.3% |