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 | $72,198 | $106,515-32.2% | $96,683-25.3% | $139,434-48.2% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 14.06% | 38.43%-24.4pp | 35.69%-21.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $6,804 | $4,103+65.8% | $3,737+82.1% | $4,751+43.2% |
| Participant deferral / active EE | $5,591 | $5,454+2.5% | $4,878+14.6% | $6,710-16.7% |
| Admin fee / account holder | $12,971 | $7,877+64.7% | $6,730+92.8% | $11,403+13.8% |