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 | $79,962 | $58,828+35.9% | $77,999+2.5% | $62,891+27.1% |
| Participation rate | 70.5% | 71.1%-0.5pp | 75.5%-5.0pp | 69.3%+1.2pp |
| Annual return | 11.87% | 17.16%-5.3pp | 425.96%-414.1pp | 20.14%-8.3pp |
| Employer contribution / active EE | $3,947 | $1,672+136.1% | $2,470+59.8% | $2,281+73.1% |
| Participant deferral / active EE | $3,061 | $2,686+14.0% | $3,497-12.5% | $3,203-4.4% |
| Admin fee / account holder | $2,022 | $4,393-54.0% | $5,480-63.1% | $4,296-52.9% |