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 | $80,001 | $65,395+22.3% | $182,532-56.2% | $72,985+9.6% |
| Participation rate | 72.4% | 65.4%+7.0pp | 78.0%-5.6pp | 69.5%+2.9pp |
| Annual return | 20.52% | 27.68%-7.2pp | 148.54%-128.0pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,601 | $1,911+36.1% | $4,076-36.2% | $2,440+6.6% |
| Participant deferral / active EE | $4,327 | $3,563+21.4% | $5,524-21.7% | $3,607+19.9% |
| Admin fee / account holder | $5,752 | $4,245+35.5% | $8,592-33.0% | $5,124+12.3% |