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 | $76,311 | $79,449-4.0% | $189,557-59.7% | $85,850-11.1% |
| Participation rate | 83.9% | 66.0%+17.9pp | 78.4%+5.4pp | 69.3%+14.6pp |
| Annual return | 11.90% | 18.45%-6.5pp | 64.17%-52.3pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,034 | $2,081-2.2% | $4,412-53.9% | $2,565-20.7% |
| Participant deferral / active EE | $5,422 | $4,051+33.8% | $6,174-12.2% | $3,952+37.2% |
| Admin fee / account holder | $8,953 | $5,377+66.5% | $9,807-8.7% | $6,260+43.0% |