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 | $72,363 | $53,822+34.4% | $75,696-4.4% | $85,850-15.7% |
| Participation rate | 94.7% | 69.1%+25.7pp | 74.8%+19.9pp | 69.3%+25.4pp |
| Annual return | 16.45% | 24.54%-8.1pp | 104.53%-88.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,684 | $2,017-16.5% | $2,743-38.6% | $2,565-34.4% |
| Participant deferral / active EE | $4,047 | $2,895+39.8% | $3,821+5.9% | $3,952+2.4% |
| Admin fee / account holder | $339 | $3,343-89.9% | $3,619-90.6% | $6,260-94.6% |