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 | $80,672 | $71,050+13.5% | $93,606-13.8% | $80,856-0.2% |
| Participation rate | 70.6% | 60.4%+10.2pp | 68.7%+1.9pp | 67.6%+3.0pp |
| Annual return | 17.55% | 11.26%+6.3pp | 133.20%-115.6pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,515 | $1,564+60.9% | $2,420+3.9% | $2,755-8.7% |
| Participant deferral / active EE | $4,240 | $4,034+5.1% | $4,411-3.9% | $4,296-1.3% |
| Admin fee / account holder | $2,658 | $6,945-61.7% | $8,285-67.9% | $6,918-61.6% |