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 | $75,874 | $68,547+10.7% | $120,354-37.0% | $80,856-6.2% |
| Participation rate | 81.6% | 61.6%+20.0pp | 71.9%+9.7pp | 67.6%+13.9pp |
| Annual return | 39.40% | 23.60%+15.8pp | 107.15%-67.7pp | 35.59%+3.8pp |
| Employer contribution / active EE | $2,092 | $2,051+2.0% | $3,463-39.6% | $2,755-24.1% |
| Participant deferral / active EE | $4,760 | $3,173+50.0% | $4,991-4.6% | $4,296+10.8% |
| Admin fee / account holder | $2,450 | $5,732-57.3% | $9,423-74.0% | $6,918-64.6% |