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 | $77,411 | $53,127+45.7% | $86,590-10.6% | $70,131+10.4% |
| Participation rate | 83.9% | 65.3%+18.6pp | 73.5%+10.3pp | 69.5%+14.3pp |
| Annual return | 15.46% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $967 | $2,068-53.3% | $2,839-65.9% | $2,342-58.7% |
| Participant deferral / active EE | $3,179 | $2,696+17.9% | $3,609-11.9% | $3,332-4.6% |
| Admin fee / account holder | $4,681 | $3,585+30.5% | $4,906-4.6% | $4,645+0.8% |