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 | $72,820 | $51,576+41.2% | $129,207-43.6% | $80,856-9.9% |
| Participation rate | 76.2% | 57.0%+19.2pp | 69.6%+6.6pp | 67.6%+8.6pp |
| Annual return | 14.16% | 20.81%-6.6pp | 9417.33%-9403.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,241 | $1,584+41.5% | $4,153-46.0% | $2,755-18.7% |
| Participant deferral / active EE | $4,165 | $2,669+56.1% | $4,168-0.1% | $4,296-3.0% |
| Admin fee / account holder | $5,312 | $4,305+23.4% | $7,715-31.1% | $6,918-23.2% |