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 | $78,373 | $77,899+0.6% | $149,673-47.6% | $75,163+4.3% |
| Participation rate | 98.5% | 65.6%+32.9pp | 78.8%+19.7pp | 67.2%+31.3pp |
| Annual return | 21.69% | 31.72%-10.0pp | 134.42%-112.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $5,295 | $3,137+68.8% | $4,818+9.9% | $2,670+98.3% |
| Participant deferral / active EE | $7,454 | $3,411+118.5% | $5,680+31.2% | $4,125+80.7% |
| Admin fee / account holder | $995 | $5,956-83.3% | $13,210-92.5% | $5,651-82.4% |