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 6-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 | $76,359 | $57,541+32.7% | $95,745-20.2% | $75,163+1.6% |
| Participation rate | 88.1% | 62.5%+25.5pp | 72.3%+15.8pp | 67.2%+20.9pp |
| Annual return | 19.04% | 34.93%-15.9pp | 28.35%-9.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,608 | $1,808+44.3% | $2,835-8.0% | $2,670-2.3% |
| Participant deferral / active EE | $8,109 | $3,074+163.8% | $4,245+91.0% | $4,125+96.6% |
| Admin fee / account holder | $7,483 | $4,099+82.6% | $5,678+31.8% | $5,651+32.4% |