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 | $75,940 | $90,745-16.3% | $130,231-41.7% | $75,163+1.0% |
| Participation rate | 84.6% | 71.1%+13.6pp | 76.3%+8.3pp | 67.2%+17.4pp |
| Annual return | 15.97% | 34.45%-18.5pp | 38.77%-22.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $6,068 | $3,314+83.1% | $4,126+47.1% | $2,670+127.3% |
| Participant deferral / active EE | $2,749 | $5,362-48.7% | $6,799-59.6% | $4,125-33.4% |
| Admin fee / account holder | $8,745 | $6,331+38.1% | $6,020+45.3% | $5,651+54.8% |