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 | $59,708 | $73,933-19.2% | $96,683-38.2% | $75,163-20.6% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 18.18% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,004 | $2,928+2.6% | $3,737-19.6% | $2,670+12.5% |
| Participant deferral / active EE | $3,935 | $3,659+7.6% | $4,878-19.3% | $4,125-4.6% |
| Admin fee / account holder | $872 | $5,216-83.3% | $6,730-87.0% | $5,651-84.6% |