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 | $73,876 | $63,355+16.6% | $91,989-19.7% | $72,985+1.2% |
| Participation rate | 92.9% | 72.5%+20.3pp | 78.6%+14.2pp | 69.5%+23.4pp |
| Annual return | 20.04% | 35.35%-15.3pp | 69.02%-49.0pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,661 | $2,116-21.5% | $3,452-51.9% | $2,440-31.9% |
| Participant deferral / active EE | $6,708 | $4,883+37.4% | $5,923+13.3% | $3,607+86.0% |
| Admin fee / account holder | $855 | $4,668-81.7% | $7,743-89.0% | $5,124-83.3% |