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 | $71,886 | $78,672-8.6% | $109,143-34.1% | $85,850-16.3% |
| Participation rate | 79.4% | 68.3%+11.1pp | 75.9%+3.5pp | 69.3%+10.1pp |
| Annual return | 14.04% | 25.09%-11.0pp | 25.75%-11.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,720 | $2,735-0.6% | $3,722-26.9% | $2,565+6.0% |
| Participant deferral / active EE | $5,111 | $3,467+47.4% | $4,653+9.8% | $3,952+29.3% |
| Admin fee / account holder | $1,299 | $5,469-76.3% | $6,752-80.8% | $6,260-79.3% |