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 | $73,834 | $54,705+35.0% | $71,209+3.7% | $84,808-12.9% |
| Participation rate | 80.5% | 64.1%+16.4pp | 73.8%+6.7pp | 68.3%+12.2pp |
| Annual return | 18.12% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,519 | $2,158+16.7% | $2,721-7.4% | $2,631-4.3% |
| Participant deferral / active EE | $5,109 | $3,030+68.6% | $4,175+22.4% | $4,212+21.3% |
| Admin fee / account holder | $24,882 | $4,863+411.6% | $5,349+365.2% | $7,344+238.8% |