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 | $76,885 | $89,753-14.3% | $107,525-28.5% | $84,808-9.3% |
| Participation rate | 78.4% | 68.1%+10.4pp | 75.1%+3.4pp | 68.3%+10.1pp |
| Annual return | 22.18% | 29.48%-7.3pp | 181.32%-159.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,152 | $3,113+1.2% | $3,754-16.0% | $2,631+19.8% |
| Participant deferral / active EE | $7,052 | $4,056+73.8% | $5,116+37.8% | $4,212+67.4% |
| Admin fee / account holder | $2,663 | $7,222-63.1% | $8,919-70.1% | $7,344-63.7% |