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 | $78,566 | $80,717-2.7% | $154,803-49.2% | $84,808-7.4% |
| Participation rate | 84.1% | 66.8%+17.3pp | 78.1%+6.0pp | 68.3%+15.8pp |
| Annual return | 14.36% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,045 | $2,761+155.1% | $4,305+63.6% | $2,631+167.8% |
| Participant deferral / active EE | $5,706 | $3,303+72.7% | $5,540+3.0% | $4,212+35.5% |
| Admin fee / account holder | $898 | $6,746-86.7% | $14,329-93.7% | $7,344-87.8% |