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 | $77,895 | $95,971-18.8% | $74,550+4.5% | $135,375-42.5% |
| Participation rate | 81.3% | 75.7%+5.6pp | 69.1%+12.1pp | 82.6%-1.4pp |
| Annual return | 3.43% | 56.96%-53.5pp | 32.53%-29.1pp | 519.73%-516.3pp |
| Employer contribution / active EE | $1,400 | $2,716-48.4% | $1,961-28.6% | $4,779-70.7% |
| Participant deferral / active EE | $5,639 | $3,843+46.7% | $3,108+81.4% | $5,609+0.5% |
| Admin fee / account holder | $807 | $6,522-87.6% | $5,060-84.0% | $10,827-92.5% |