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 | $76,826 | $89,355-14.0% | $141,162-45.6% | $72,985+5.3% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.5%+7.1pp | 69.5%+20.0pp |
| Annual return | 20.07% | 111.85%-91.8pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,687 | $3,114-13.7% | $4,735-43.3% | $2,440+10.1% |
| Participant deferral / active EE | $6,407 | $5,418+18.3% | $6,709-4.5% | $3,607+77.6% |
| Admin fee / account holder | $4,180 | $5,958-29.8% | $10,261-59.3% | $5,124-18.4% |