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 | $86,269 | $118,427-27.2% | $66,042+30.6% | $142,382-39.4% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 80.1%+3.2pp |
| Annual return | 13.13% | 35.57%-22.4pp | 52.11%-39.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,291 | $2,570-10.8% | $1,579+45.1% | $4,299-46.7% |
| Participant deferral / active EE | $11,910 | $4,311+176.3% | $2,835+320.0% | $6,507+83.0% |
| Admin fee / account holder | $43,434 | $9,593+352.7% | $5,747+655.8% | $12,624+244.1% |