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 | $72,526 | $99,957-27.4% | $149,696-51.6% | $73,488-1.3% |
| Participation rate | 83.0% | 75.7%+7.3pp | 82.5%+0.6pp | 70.7%+12.4pp |
| Annual return | 16.25% | 53.87%-37.6pp | 276.60%-260.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,333 | $3,191-26.9% | $4,644-49.8% | $2,270+2.8% |
| Participant deferral / active EE | $5,034 | $6,073-17.1% | $6,842-26.4% | $3,740+34.6% |
| Admin fee / account holder | $781 | $551+41.9% | $9,309-91.6% | $513+52.3% |