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 | $81,327 | $77,419+5.0% | $69,455+17.1% | $152,861-46.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.4%-2.4pp |
| Annual return | 13.20% | 39.06%-25.9pp | 28.97%-15.8pp | 345.32%-332.1pp |
| Employer contribution / active EE | $2,041 | $3,315-38.4% | $2,779-26.6% | $4,762-57.1% |
| Participant deferral / active EE | $2,940 | $4,414-33.4% | $3,535-16.8% | $5,850-49.7% |
| Admin fee / account holder | $2,756 | $6,207-55.6% | $3,839-28.2% | $11,596-76.2% |