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 | $61,414 | $98,750-37.8% | $149,696-59.0% | $79,858-23.1% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.5%-3.8pp | 69.6%+9.0pp |
| Annual return | 15.41% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,117 | $3,216-34.2% | $4,644-54.4% | $2,471-14.3% |
| Participant deferral / active EE | $7,047 | $5,680+24.1% | $6,842+3.0% | $3,740+88.4% |
| Admin fee / account holder | $6,813 | $6,053+12.6% | $9,309-26.8% | $5,306+28.4% |