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 | $81,651 | $54,705+49.3% | $71,209+14.7% | $84,808-3.7% |
| Participation rate | 87.3% | 64.1%+23.2pp | 73.8%+13.5pp | 68.3%+19.0pp |
| Annual return | 14.46% | 35.90%-21.4pp | 282.51%-268.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,017 | $2,158-6.5% | $2,721-25.9% | $2,631-23.4% |
| Participant deferral / active EE | $2,950 | $3,030-2.7% | $4,175-29.3% | $4,212-30.0% |
| Admin fee / account holder | $17,036 | $4,863+250.3% | $5,349+218.5% | $7,344+132.0% |