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 | $74,080 | $72,277+2.5% | $101,248-26.8% | $79,858-7.2% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.8%+21.0pp | 69.6%+27.1pp |
| Annual return | 17.48% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,012 | $2,692+11.9% | $3,660-17.7% | $2,471+21.9% |
| Participant deferral / active EE | $6,194 | $3,282+88.8% | $4,370+41.7% | $3,740+65.6% |
| Admin fee / account holder | $4,081 | $4,400-7.3% | $5,945-31.4% | $5,306-23.1% |