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 5-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 | $85,115 | $100,773-15.5% | $88,946-4.3% | $142,382-40.2% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 13.09% | 70.18%-57.1pp | 57.82%-44.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,791 | $2,918+98.5% | $2,555+126.7% | $4,299+34.7% |
| Participant deferral / active EE | $8,450 | $5,230+61.6% | $4,581+84.5% | $6,507+29.9% |
| Admin fee / account holder | $2,455 | $9,693-74.7% | $8,261-70.3% | $12,624-80.6% |