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 | $84,970 | $68,547+24.0% | $120,354-29.4% | $80,856+5.1% |
| Participation rate | 80.4% | 61.6%+18.8pp | 71.9%+8.4pp | 67.6%+12.7pp |
| Annual return | 17.10% | 23.60%-6.5pp | 107.15%-90.0pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,817 | $2,051-11.4% | $3,463-47.5% | $2,755-34.0% |
| Participant deferral / active EE | $3,671 | $3,173+15.7% | $4,991-26.5% | $4,296-14.6% |
| Admin fee / account holder | $8,476 | $5,732+47.9% | $9,423-10.1% | $6,918+22.5% |