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 | $77,385 | $72,277+7.1% | $101,248-23.6% | $79,858-3.1% |
| Participation rate | 91.2% | 68.5%+22.7pp | 75.8%+15.4pp | 69.6%+21.5pp |
| Annual return | 16.12% | 22.30%-6.2pp | 46.47%-30.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,275 | $2,692+21.7% | $3,660-10.5% | $2,471+32.6% |
| Participant deferral / active EE | $6,287 | $3,282+91.6% | $4,370+43.9% | $3,740+68.1% |
| Admin fee / account holder | $3,407 | $4,400-22.6% | $5,945-42.7% | $5,306-35.8% |