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 | $80,511 | $77,899+3.4% | $149,673-46.2% | $75,163+7.1% |
| Participation rate | 98.5% | 65.6%+32.9pp | 78.8%+19.7pp | 67.2%+31.3pp |
| Annual return | 18.55% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $3,013 | $3,137-4.0% | $4,818-37.5% | $2,670+12.9% |
| Participant deferral / active EE | $6,306 | $3,411+84.9% | $5,680+11.0% | $4,125+52.9% |
| Admin fee / account holder | $846 | $5,956-85.8% | $13,210-93.6% | $5,651-85.0% |