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 | $76,797 | $87,733-12.5% | $106,548-27.9% | $85,850-10.5% |
| Participation rate | 74.1% | 71.9%+2.2pp | 76.1%-2.0pp | 69.3%+4.8pp |
| Annual return | 16.04% | 21.86%-5.8pp | 26.80%-10.8pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,654 | $2,073-20.2% | $2,819-41.3% | $2,565-35.5% |
| Participant deferral / active EE | $2,812 | $3,469-18.9% | $4,398-36.1% | $3,952-28.8% |
| Admin fee / account holder | $1,747 | $6,767-74.2% | $7,407-76.4% | $6,260-72.1% |