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 | $81,404 | $138,347-41.2% | $184,203-55.8% | $80,856+0.7% |
| Participation rate | 94.5% | 83.9%+10.6pp | 86.8%+7.7pp | 67.6%+26.9pp |
| Annual return | 23.31% | 20.02%+3.3pp | 28.81%-5.5pp | 35.59%-12.3pp |
| Employer contribution / active EE | $2,269 | $4,850-53.2% | $6,427-64.7% | $2,755-17.6% |
| Participant deferral / active EE | $3,712 | $7,071-47.5% | $9,131-59.3% | $4,296-13.6% |
| Admin fee / account holder | $17,094 | $10,483+63.1% | $13,901+23.0% | $6,918+147.1% |