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 | $80,780 | $99,985-19.2% | $146,665-44.9% | $85,850-5.9% |
| Participation rate | 83.3% | 73.1%+10.3pp | 80.1%+3.3pp | 69.3%+14.0pp |
| Annual return | 12.63% | 18.93%-6.3pp | 22.74%-10.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,514 | $2,559-40.8% | $4,136-63.4% | $2,565-41.0% |
| Participant deferral / active EE | $4,377 | $4,006+9.3% | $5,506-20.5% | $3,952+10.8% |
| Admin fee / account holder | $1,366 | $7,702-82.3% | $10,280-86.7% | $6,260-78.2% |