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 | $74,087 | $110,257-32.8% | $96,544-23.3% | $139,434-46.9% |
| Participation rate | 95.8% | 78.1%+17.7pp | 76.0%+19.9pp | 80.3%+15.5pp |
| Annual return | 14.36% | 26.32%-12.0pp | 25.84%-11.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $4,480 | $3,620+23.8% | $2,965+51.1% | $4,751-5.7% |
| Participant deferral / active EE | $7,125 | $5,548+28.4% | $4,851+46.9% | $6,710+6.2% |
| Admin fee / account holder | $2,406 | $11,591-79.2% | $8,252-70.8% | $11,403-78.9% |