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 | $71,247 | $48,046+48.3% | $84,611-15.8% | $72,985-2.4% |
| Participation rate | 72.4% | 57.6%+14.8pp | 68.2%+4.2pp | 69.5%+2.9pp |
| Annual return | 22.87% | 37.38%-14.5pp | 258.74%-235.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,085 | $1,602+30.1% | $2,652-21.4% | $2,440-14.6% |
| Participant deferral / active EE | $4,196 | $2,680+56.5% | $3,899+7.6% | $3,607+16.3% |
| Admin fee / account holder | $410 | $3,395-87.9% | $4,912-91.7% | $5,124-92.0% |