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 | $80,094 | $77,899+2.8% | $149,673-46.5% | $75,163+6.6% |
| Participation rate | 81.1% | 65.6%+15.5pp | 78.8%+2.3pp | 67.2%+13.9pp |
| Annual return | 31.48% | 31.72%-0.2pp | 134.42%-102.9pp | 160.62%-129.1pp |
| Employer contribution / active EE | $3,779 | $3,137+20.5% | $4,818-21.6% | $2,670+41.6% |
| Participant deferral / active EE | $5,863 | $3,411+71.9% | $5,680+3.2% | $4,125+42.1% |
| Admin fee / account holder | $1,100 | $5,956-81.5% | $13,210-91.7% | $5,651-80.5% |