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 | $80,184 | $89,753-10.7% | $107,525-25.4% | $84,808-5.5% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 14.18% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,071 | $3,113-65.6% | $3,754-71.5% | $2,631-59.3% |
| Participant deferral / active EE | $5,715 | $4,056+40.9% | $5,116+11.7% | $4,212+35.7% |
| Admin fee / account holder | $2,535 | $7,222-64.9% | $8,919-71.6% | $7,344-65.5% |