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 | $76,372 | $93,571-18.4% | $135,903-43.8% | $75,163+1.6% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 18.68% | 30.90%-12.2pp | 68.23%-49.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,319 | $3,537-62.7% | $4,856-72.8% | $2,670-50.6% |
| Participant deferral / active EE | $10,761 | $6,404+68.0% | $7,758+38.7% | $4,125+160.9% |
| Admin fee / account holder | $1,223 | $6,975-82.5% | $10,762-88.6% | $5,651-78.4% |