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 | $70,761 | $51,175+38.3% | $70,515+0.3% | $75,163-5.9% |
| Participation rate | 78.6% | 60.9%+17.6pp | 68.3%+10.2pp | 67.2%+11.4pp |
| Annual return | 15.40% | 30.02%-14.6pp | 32.77%-17.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,554 | $1,826+39.9% | $2,973-14.1% | $2,670-4.3% |
| Participant deferral / active EE | $4,305 | $2,849+51.1% | $4,567-5.7% | $4,125+4.4% |
| Admin fee / account holder | $3,237 | $4,091-20.9% | $6,412-49.5% | $5,651-42.7% |