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 | $77,932 | $105,181-25.9% | $159,436-51.1% | $85,850-9.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 29.18% | 45.07%-15.9pp | 263.57%-234.4pp | 318.53%-289.4pp |
| Employer contribution / active EE | $4,955 | $3,318+49.3% | $4,829+2.6% | $2,565+93.2% |
| Participant deferral / active EE | $7,431 | $5,945+25.0% | $7,352+1.1% | $3,952+88.0% |
| Admin fee / account holder | $5,557 | $6,933-19.8% | $10,799-48.5% | $6,260-11.2% |