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 | $76,136 | $48,795+56.0% | $65,493+16.3% | $84,808-10.2% |
| Participation rate | 76.9% | 67.0%+9.9pp | 73.1%+3.8pp | 68.3%+8.6pp |
| Annual return | 16.84% | 20.20%-3.4pp | 982.45%-965.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,202 | $1,930+14.1% | $2,574-14.5% | $2,631-16.3% |
| Participant deferral / active EE | $4,169 | $2,928+42.4% | $3,961+5.2% | $4,212-1.0% |
| Admin fee / account holder | $1,195 | $3,877-69.2% | $5,028-76.2% | $7,344-83.7% |