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 | $75,926 | $59,101+28.5% | $77,163-1.6% | $75,163+1.0% |
| Participation rate | 96.4% | 63.9%+32.5pp | 69.6%+26.8pp | 67.2%+29.2pp |
| Annual return | 18.06% | 26.71%-8.6pp | 37.87%-19.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,307 | $1,995-34.5% | $2,535-48.4% | $2,670-51.0% |
| Participant deferral / active EE | $5,027 | $2,999+67.6% | $3,833+31.2% | $4,125+21.9% |
| Admin fee / account holder | $2,125 | $4,774-55.5% | $5,472-61.2% | $5,651-62.4% |