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 | $79,132 | $71,050+11.4% | $93,606-15.5% | $80,856-2.1% |
| Participation rate | 80.3% | 60.4%+19.9pp | 68.7%+11.5pp | 67.6%+12.6pp |
| Annual return | 46.81% | 11.26%+35.6pp | 133.20%-86.4pp | 35.59%+11.2pp |
| Employer contribution / active EE | $806 | $1,564-48.4% | $2,420-66.7% | $2,755-70.7% |
| Participant deferral / active EE | $2,693 | $4,034-33.2% | $4,411-39.0% | $4,296-37.3% |
| Admin fee / account holder | $49,075 | $6,945+606.6% | $8,285+492.3% | $6,918+609.4% |