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 | $73,709 | $99,985-26.3% | $146,665-49.7% | $85,850-14.1% |
| Participation rate | 85.2% | 73.1%+12.1pp | 80.1%+5.1pp | 69.3%+15.9pp |
| Annual return | 16.42% | 18.93%-2.5pp | 22.74%-6.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,612 | $2,559+2.1% | $4,136-36.8% | $2,565+1.8% |
| Participant deferral / active EE | $5,701 | $4,006+42.3% | $5,506+3.5% | $3,952+44.3% |
| Admin fee / account holder | $2,883 | $7,702-62.6% | $10,280-72.0% | $6,260-54.0% |