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 | $71,416 | $138,347-48.4% | $184,203-61.2% | $80,856-11.7% |
| Participation rate | 98.6% | 83.9%+14.8pp | 86.8%+11.8pp | 67.6%+31.0pp |
| Annual return | 16.13% | 20.02%-3.9pp | 28.81%-12.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,957 | $4,850-39.0% | $6,427-54.0% | $2,755+7.3% |
| Participant deferral / active EE | $6,618 | $7,071-6.4% | $9,131-27.5% | $4,296+54.1% |
| Admin fee / account holder | $3,911 | $10,483-62.7% | $13,901-71.9% | $6,918-43.5% |