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 | $82,049 | $179,726-54.3% | $156,263-47.5% | $142,382-42.4% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 14.42% | 77.86%-63.4pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,565 | $5,069+9.8% | $4,333+28.4% | $4,299+29.4% |
| Participant deferral / active EE | $12,012 | $6,956+72.7% | $6,158+95.1% | $6,507+84.6% |
| Admin fee / account holder | $5,606 | $17,272-67.5% | $14,255-60.7% | $12,624-55.6% |