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 5-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 | $76,060 | $54,705+39.0% | $71,209+6.8% | $84,808-10.3% |
| Participation rate | 98.9% | 64.1%+34.8pp | 73.8%+25.1pp | 68.3%+30.5pp |
| Annual return | 17.39% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $6,033 | $2,158+179.6% | $2,721+121.7% | $2,631+129.3% |
| Participant deferral / active EE | $5,656 | $3,030+86.6% | $4,175+35.5% | $4,212+34.3% |
| Admin fee / account holder | $5,928 | $4,863+21.9% | $5,349+10.8% | $7,344-19.3% |