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 | $69,070 | $80,968-14.7% | $96,544-28.5% | $75,163-8.1% |
| Participation rate | 95.2% | 71.8%+23.5pp | 76.0%+19.3pp | 67.2%+28.0pp |
| Annual return | 18.75% | 27.06%-8.3pp | 25.84%-7.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,700 | $2,282-25.5% | $2,965-42.7% | $2,670-36.3% |
| Participant deferral / active EE | $4,956 | $3,928+26.2% | $4,851+2.2% | $4,125+20.1% |
| Admin fee / account holder | $1,512 | $6,724-77.5% | $8,252-81.7% | $5,651-73.2% |