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 | $77,343 | $65,041+18.9% | $90,951-15.0% | $79,858-3.1% |
| Participation rate | 86.4% | 61.6%+24.8pp | 69.0%+17.4pp | 69.6%+16.7pp |
| Annual return | 12.97% | 30.45%-17.5pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,704 | $1,247+116.8% | $2,122+27.4% | $2,471+9.4% |
| Participant deferral / active EE | $4,117 | $2,512+63.9% | $3,373+22.1% | $3,740+10.1% |
| Admin fee / account holder | $10,336 | $4,536+127.9% | $5,959+73.5% | $5,306+94.8% |