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 | $80,657 | $78,422+2.9% | $95,952-15.9% | $79,858+1.0% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 30.18% | 19.37%+10.8pp | 91.61%-61.4pp | 31.71%-1.5pp |
| Employer contribution / active EE | $2,058 | $1,945+5.8% | $2,541-19.0% | $2,471-16.7% |
| Participant deferral / active EE | $4,382 | $3,440+27.4% | $4,167+5.2% | $3,740+17.2% |
| Admin fee / account holder | $7,636 | $5,622+35.8% | $6,795+12.4% | $5,306+43.9% |