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 | $74,107 | $49,922+48.4% | $80,569-8.0% | $75,163-1.4% |
| Participation rate | 72.2% | 55.3%+16.9pp | 67.0%+5.2pp | 67.2%+5.0pp |
| Annual return | 16.91% | 34.69%-17.8pp | 935.43%-918.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,207 | $1,698+29.9% | $2,723-19.0% | $2,670-17.4% |
| Participant deferral / active EE | $5,573 | $2,990+86.4% | $4,447+25.3% | $4,125+35.1% |
| Admin fee / account holder | $2,694 | $3,577-24.7% | $5,377-49.9% | $5,651-52.3% |