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 | $78,554 | $109,359-28.2% | $162,163-51.6% | $72,985+7.6% |
| Participation rate | 88.2% | 84.3%+3.9pp | 87.6%+0.6pp | 69.5%+18.7pp |
| Annual return | 19.37% | 25.46%-6.1pp | 115.59%-96.2pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,140 | $3,907-45.2% | $5,614-61.9% | $2,440-12.3% |
| Participant deferral / active EE | $8,320 | $5,481+51.8% | $7,298+14.0% | $3,607+130.6% |
| Admin fee / account holder | $15,898 | $7,972+99.4% | $10,843+46.6% | $5,124+210.2% |