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 | $69,500 | $56,053+24.0% | $75,972-8.5% | $80,856-14.0% |
| Participation rate | 93.7% | 62.0%+31.6pp | 69.1%+24.6pp | 67.6%+26.0pp |
| Annual return | 14.89% | 20.53%-5.6pp | 359.55%-344.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,452 | $1,874+30.8% | $2,685-8.7% | $2,755-11.0% |
| Participant deferral / active EE | $6,278 | $3,052+105.7% | $4,255+47.5% | $4,296+46.2% |
| Admin fee / account holder | $3,375 | $5,234-35.5% | $6,467-47.8% | $6,918-51.2% |