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 | $78,330 | $56,053+39.7% | $75,972+3.1% | $80,856-3.1% |
| Participation rate | 89.1% | 62.0%+27.0pp | 69.1%+20.0pp | 67.6%+21.4pp |
| Annual return | 14.68% | 20.53%-5.9pp | 359.55%-344.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,593 | $1,874-15.0% | $2,685-40.7% | $2,755-42.2% |
| Participant deferral / active EE | $5,443 | $3,052+78.4% | $4,255+27.9% | $4,296+26.7% |
| Admin fee / account holder | $9,007 | $5,234+72.1% | $6,467+39.3% | $6,918+30.2% |