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 | $82,631 | $93,571-11.7% | $135,903-39.2% | $75,163+9.9% |
| Participation rate | 79.5% | 75.2%+4.3pp | 81.9%-2.4pp | 67.2%+12.3pp |
| Annual return | 15.19% | 30.90%-15.7pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $3,225 | $3,537-8.8% | $4,856-33.6% | $2,670+20.8% |
| Participant deferral / active EE | $6,227 | $6,404-2.8% | $7,758-19.7% | $4,125+50.9% |
| Admin fee / account holder | $2,895 | $6,975-58.5% | $10,762-73.1% | $5,651-48.8% |