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 | $77,398 | $81,248-4.7% | $155,509-50.2% | $80,856-4.3% |
| Participation rate | 84.7% | 66.2%+18.5pp | 78.2%+6.6pp | 67.6%+17.1pp |
| Annual return | 22.68% | 33.31%-10.6pp | 64.67%-42.0pp | 35.59%-12.9pp |
| Employer contribution / active EE | $1,555 | $3,100-49.8% | $4,672-66.7% | $2,755-43.6% |
| Participant deferral / active EE | $3,587 | $3,452+3.9% | $5,626-36.2% | $4,296-16.5% |
| Admin fee / account holder | $16,929 | $7,997+111.7% | $15,912+6.4% | $6,918+144.7% |