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 | $77,516 | $48,076+61.2% | $78,689-1.5% | $62,891+23.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.36% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,913 | $2,015-5.1% | $2,851-32.9% | $2,281-16.1% |
| Participant deferral / active EE | $4,983 | $2,588+92.5% | $3,517+41.7% | $3,203+55.6% |
| Admin fee / account holder | $2,748 | $3,207-14.3% | $4,510-39.1% | $4,296-36.0% |