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 | $71,373 | $78,672-9.3% | $109,143-34.6% | $85,850-16.9% |
| Participation rate | 97.4% | 68.3%+29.2pp | 75.9%+21.6pp | 69.3%+28.1pp |
| Annual return | 13.90% | 25.09%-11.2pp | 25.75%-11.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $3,244 | $2,735+18.6% | $3,722-12.8% | $2,565+26.5% |
| Participant deferral / active EE | $5,736 | $3,467+65.4% | $4,653+23.3% | $3,952+45.2% |
| Admin fee / account holder | $23,226 | $5,469+324.7% | $6,752+244.0% | $6,260+271.0% |