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 | $79,826 | $89,355-10.7% | $141,162-43.5% | $72,985+9.4% |
| Participation rate | 78.9% | 75.1%+3.8pp | 82.5%-3.5pp | 69.5%+9.5pp |
| Annual return | 19.35% | 111.85%-92.5pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,832 | $3,114-9.1% | $4,735-40.2% | $2,440+16.1% |
| Participant deferral / active EE | $5,019 | $5,418-7.4% | $6,709-25.2% | $3,607+39.1% |
| Admin fee / account holder | $2,148 | $5,958-64.0% | $10,261-79.1% | $5,124-58.1% |