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 | $80,759 | $77,314+4.5% | $177,989-54.6% | $80,856-0.1% |
| Participation rate | 76.5% | 65.7%+10.8pp | 77.1%-0.6pp | 67.6%+8.8pp |
| Annual return | 10.84% | 18.09%-7.2pp | 294.48%-283.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,123 | $2,292-7.4% | $3,949-46.2% | $2,755-22.9% |
| Participant deferral / active EE | $5,109 | $4,411+15.8% | $6,276-18.6% | $4,296+18.9% |
| Admin fee / account holder | $5,579 | $7,191-22.4% | $10,363-46.2% | $6,918-19.4% |