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 | $79,053 | $89,355-11.5% | $141,162-44.0% | $72,985+8.3% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.4pp | 69.5%+27.3pp |
| Annual return | 20.00% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,816 | $3,114-9.6% | $4,735-40.5% | $2,440+15.4% |
| Participant deferral / active EE | $5,609 | $5,418+3.5% | $6,709-16.4% | $3,607+55.5% |
| Admin fee / account holder | $13,034 | $5,958+118.8% | $10,261+27.0% | $5,124+154.4% |