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 | $95,406 | $89,355+6.8% | $141,162-32.4% | $72,985+30.7% |
| Participation rate | 82.2% | 75.1%+7.1pp | 82.5%-0.2pp | 69.5%+12.7pp |
| Annual return | 24.03% | 111.85%-87.8pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,582 | $3,114-17.1% | $4,735-45.5% | $2,440+5.8% |
| Participant deferral / active EE | $5,650 | $5,418+4.3% | $6,709-15.8% | $3,607+56.6% |
| Admin fee / account holder | $551 | $5,958-90.8% | $10,261-94.6% | $5,124-89.3% |