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 | $82,894 | $80,673+2.8% | $101,326-18.2% | $84,808-2.3% |
| Participation rate | 96.2% | 77.8%+18.4pp | 81.5%+14.7pp | 68.3%+27.8pp |
| Annual return | 98.70% | 38.95%+59.7pp | 36.82%+61.9pp | 40.90%+57.8pp |
| Employer contribution / active EE | $4,416 | $2,698+63.7% | $3,665+20.5% | $2,631+67.8% |
| Participant deferral / active EE | $8,355 | $6,840+22.1% | $7,994+4.5% | $4,212+98.4% |
| Admin fee / account holder | $4,279 | $12,784-66.5% | $11,185-61.7% | $7,344-41.7% |