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 | $72,481 | $93,571-22.5% | $135,903-46.7% | $75,163-3.6% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 15.82% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,196 | $3,537-37.9% | $4,856-54.8% | $2,670-17.7% |
| Participant deferral / active EE | $5,006 | $6,404-21.8% | $7,758-35.5% | $4,125+21.3% |
| Admin fee / account holder | $324 | $6,975-95.4% | $10,762-97.0% | $5,651-94.3% |