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 | $78,973 | $54,705+44.4% | $71,209+10.9% | $84,808-6.9% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.8%+1.2pp | 68.3%+6.7pp |
| Annual return | 15.95% | 35.90%-19.9pp | 282.51%-266.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,455 | $2,158-32.6% | $2,721-46.5% | $2,631-44.7% |
| Participant deferral / active EE | $4,504 | $3,030+48.6% | $4,175+7.9% | $4,212+6.9% |
| Admin fee / account holder | $8,789 | $4,863+80.7% | $5,349+64.3% | $7,344+19.7% |