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 | $76,622 | $109,359-29.9% | $162,163-52.7% | $72,985+5.0% |
| Participation rate | 97.7% | 84.3%+13.5pp | 87.6%+10.2pp | 69.5%+28.2pp |
| Annual return | 21.42% | 25.46%-4.0pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,102 | $3,907-46.2% | $5,614-62.6% | $2,440-13.8% |
| Participant deferral / active EE | $2,831 | $5,481-48.4% | $7,298-61.2% | $3,607-21.5% |
| Admin fee / account holder | $3,419 | $7,972-57.1% | $10,843-68.5% | $5,124-33.3% |