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 | $77,081 | $109,359-29.5% | $162,163-52.5% | $72,985+5.6% |
| Participation rate | 98.7% | 84.3%+14.4pp | 87.6%+11.1pp | 69.5%+29.2pp |
| Annual return | 25.12% | 25.46%-0.3pp | 115.59%-90.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $5,079 | $3,907+30.0% | $5,614-9.5% | $2,440+108.2% |
| Participant deferral / active EE | $6,018 | $5,481+9.8% | $7,298-17.5% | $3,607+66.8% |
| Admin fee / account holder | $2,430 | $7,972-69.5% | $10,843-77.6% | $5,124-52.6% |