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 | $79,364 | $85,202-6.9% | $172,739-54.1% | $72,985+8.7% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 26.08% | 27.32%-1.2pp | 802.84%-776.8pp | 81.00%-54.9pp |
| Employer contribution / active EE | $8,193 | $3,324+146.4% | $5,143+59.3% | $2,440+235.8% |
| Participant deferral / active EE | $13,701 | $3,260+320.2% | $5,198+163.6% | $3,607+279.8% |
| Admin fee / account holder | $1,099 | $5,884-81.3% | $13,954-92.1% | $5,124-78.6% |