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 | $66,520 | $98,750-32.6% | $149,696-55.6% | $79,858-16.7% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.5%-4.1pp | 69.6%+8.7pp |
| Annual return | 15.21% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $4,200 | $3,216+30.6% | $4,644-9.6% | $2,471+70.0% |
| Participant deferral / active EE | $7,606 | $5,680+33.9% | $6,842+11.2% | $3,740+103.4% |
| Admin fee / account holder | $6,416 | $6,053+6.0% | $9,309-31.1% | $5,306+20.9% |