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 | $79,909 | $89,355-10.6% | $141,162-43.4% | $72,985+9.5% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 23.27% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,759 | $3,114-11.4% | $4,735-41.7% | $2,440+13.1% |
| Participant deferral / active EE | $6,434 | $5,418+18.8% | $6,709-4.1% | $3,607+78.4% |
| Admin fee / account holder | $19,774 | $5,958+231.9% | $10,261+92.7% | $5,124+285.9% |