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 | $77,527 | $98,750-21.5% | $149,696-48.2% | $79,858-2.9% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.5%-3.0pp | 69.6%+9.9pp |
| Annual return | 13.49% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $977 | $3,216-69.6% | $4,644-79.0% | $2,471-60.4% |
| Participant deferral / active EE | $7,642 | $5,680+34.5% | $6,842+11.7% | $3,740+104.3% |
| Admin fee / account holder | $16,627 | $6,053+174.7% | $9,309+78.6% | $5,306+213.3% |