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 | $79,158 | $80,968-2.2% | $96,544-18.0% | $75,163+5.3% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 15.38% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,477 | $2,282+52.4% | $2,965+17.3% | $2,670+30.2% |
| Participant deferral / active EE | $8,475 | $3,928+115.8% | $4,851+74.7% | $4,125+105.5% |
| Admin fee / account holder | $3,945 | $6,724-41.3% | $8,252-52.2% | $5,651-30.2% |