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 | $84,527 | $95,416-11.4% | $185,823-54.5% | $85,850-1.5% |
| Participation rate | 78.2% | 68.8%+9.4pp | 81.7%-3.5pp | 69.3%+8.9pp |
| Annual return | 14.25% | 23.59%-9.3pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $5,069 | $3,314+53.0% | $5,167-1.9% | $2,565+97.6% |
| Participant deferral / active EE | $5,157 | $3,423+50.6% | $5,568-7.4% | $3,952+30.5% |
| Admin fee / account holder | $2,255 | $7,213-68.7% | $16,237-86.1% | $6,260-64.0% |