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 | $72,384 | $58,208+24.4% | $81,812-11.5% | $80,856-10.5% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.3%+2.7pp | 67.6%+7.4pp |
| Annual return | 13.12% | 41.66%-28.5pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,323 | $2,340-0.7% | $2,912-20.2% | $2,755-15.7% |
| Participant deferral / active EE | $7,937 | $3,281+141.9% | $4,319+83.8% | $4,296+84.8% |
| Admin fee / account holder | $769 | $4,981-84.6% | $7,386-89.6% | $6,918-88.9% |