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 | $74,887 | $78,705-4.9% | $117,854-36.5% | $70,131+6.8% |
| Participation rate | 75.7% | 73.2%+2.5pp | 79.7%-4.0pp | 69.5%+6.1pp |
| Annual return | 13.69% | 23.30%-9.6pp | 335.08%-321.4pp | 73.14%-59.4pp |
| Employer contribution / active EE | $884 | $2,223-60.2% | $3,786-76.6% | $2,342-62.2% |
| Participant deferral / active EE | $1,805 | $3,297-45.3% | $4,482-59.7% | $3,332-45.8% |
| Admin fee / account holder | $5,178 | $5,065+2.2% | $8,020-35.4% | $4,645+11.5% |