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 | $76,522 | $100,901-24.2% | $75,670+1.1% | $147,584-48.2% |
| Participation rate | 85.7% | 77.1%+8.6pp | 72.3%+13.4pp | 82.8%+2.9pp |
| Annual return | 21.68% | 35.78%-14.1pp | 27.34%-5.7pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,738 | $3,253-46.6% | $2,352-26.1% | $4,876-64.4% |
| Participant deferral / active EE | $6,420 | $4,027+59.4% | $3,142+104.3% | $5,439+18.1% |
| Admin fee / account holder | $1,104 | $11,285-90.2% | $5,800-81.0% | $10,885-89.9% |