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 | $74,629 | $109,881-32.1% | $150,045-50.3% | $84,808-12.0% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 16.08% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,746 | $3,561-51.0% | $4,693-62.8% | $2,631-33.6% |
| Participant deferral / active EE | $5,407 | $6,636-18.5% | $7,997-32.4% | $4,212+28.4% |
| Admin fee / account holder | $9,546 | $8,568+11.4% | $13,435-28.9% | $7,344+30.0% |