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 | $81,550 | $91,552-10.9% | $133,956-39.1% | $79,858+2.1% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 16.75% | 61.85%-45.1pp | 45.09%-28.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,128 | $2,384-52.7% | $3,919-71.2% | $2,471-54.3% |
| Participant deferral / active EE | $6,984 | $3,733+87.1% | $5,048+38.4% | $3,740+86.7% |
| Admin fee / account holder | $11,439 | $6,321+81.0% | $8,927+28.1% | $5,306+115.6% |