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 | $70,472 | $73,933-4.7% | $96,683-27.1% | $75,163-6.2% |
| Participation rate | 89.2% | 66.4%+22.7pp | 74.3%+14.8pp | 67.2%+22.0pp |
| Annual return | 19.53% | 26.70%-7.2pp | 35.69%-16.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $5,576 | $2,928+90.5% | $3,737+49.2% | $2,670+108.9% |
| Participant deferral / active EE | $5,271 | $3,659+44.1% | $4,878+8.1% | $4,125+27.8% |
| Admin fee / account holder | $6,238 | $5,216+19.6% | $6,730-7.3% | $5,651+10.4% |