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 | $72,481 | $43,723+65.8% | $121,196-40.2% | $64,186+12.9% |
| Participation rate | 97.2% | 58.3%+38.9pp | 71.7%+25.5pp | 69.6%+27.7pp |
| Annual return | 11.64% | 68.91%-57.3pp | 16.93%-5.3pp | 7.63%+4.0pp |
| Employer contribution / active EE | $1,835 | $1,296+41.5% | $4,022-54.4% | $2,381-22.9% |
| Participant deferral / active EE | $2,259 | $2,280-0.9% | $3,344-32.5% | $3,470-34.9% |
| Admin fee / account holder | $1,691 | $3,501-51.7% | $5,019-66.3% | $4,888-65.4% |