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 | $72,003 | $71,050+1.3% | $93,606-23.1% | $80,856-10.9% |
| Participation rate | 71.3% | 60.4%+10.9pp | 68.7%+2.6pp | 67.6%+3.6pp |
| Annual return | 16.44% | 11.26%+5.2pp | 133.20%-116.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,082 | $1,564+33.2% | $2,420-13.9% | $2,755-24.4% |
| Participant deferral / active EE | $5,348 | $4,034+32.6% | $4,411+21.2% | $4,296+24.5% |
| Admin fee / account holder | $7,225 | $6,945+4.0% | $8,285-12.8% | $6,918+4.4% |