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 | $83,775 | $58,208+43.9% | $81,812+2.4% | $80,856+3.6% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.3%+2.7pp | 67.6%+7.4pp |
| Annual return | 18.77% | 41.66%-22.9pp | 773.79%-755.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,633 | $2,340+12.5% | $2,912-9.6% | $2,755-4.4% |
| Participant deferral / active EE | $7,659 | $3,281+133.4% | $4,319+77.3% | $4,296+78.3% |
| Admin fee / account holder | $16,602 | $4,981+233.3% | $7,386+124.8% | $6,918+140.0% |