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 | $78,078 | $84,233-7.3% | $170,442-54.2% | $70,131+11.3% |
| Participation rate | 88.5% | 70.8%+17.6pp | 83.6%+4.9pp | 69.5%+18.9pp |
| Annual return | 19.72% | 23.06%-3.3pp | 205.93%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $2,516 | $3,387-25.7% | $5,433-53.7% | $2,342+7.4% |
| Participant deferral / active EE | $2,611 | $3,086-15.4% | $4,939-47.1% | $3,332-21.6% |
| Admin fee / account holder | $652 | $5,698-88.6% | $13,880-95.3% | $4,645-86.0% |