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 | $77,429 | $85,766-9.7% | $136,294-43.2% | $70,131+10.4% |
| Participation rate | 76.1% | 74.2%+2.0pp | 81.9%-5.8pp | 69.5%+6.6pp |
| Annual return | 18.35% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,002 | $2,966-32.5% | $4,695-57.4% | $2,342-14.5% |
| Participant deferral / active EE | $5,069 | $5,051+0.3% | $6,247-18.9% | $3,332+52.1% |
| Admin fee / account holder | $844 | $5,420-84.4% | $9,243-90.9% | $4,645-81.8% |