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 | $77,624 | $96,484-19.5% | $75,886+2.3% | $152,861-49.2% |
| Participation rate | 95.0% | 76.2%+18.8pp | 69.3%+25.7pp | 82.4%+12.6pp |
| Annual return | 26.89% | 33.98%-7.1pp | 30.76%-3.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $7,284 | $3,309+120.1% | $2,500+191.3% | $4,762+53.0% |
| Participant deferral / active EE | $15,224 | $4,553+234.4% | $3,603+322.5% | $5,850+160.2% |
| Admin fee / account holder | $19,965 | $8,078+147.2% | $5,418+268.5% | $11,596+72.2% |