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 | $74,133 | $77,899-4.8% | $149,673-50.5% | $75,163-1.4% |
| Participation rate | 86.9% | 65.6%+21.3pp | 78.8%+8.1pp | 67.2%+19.7pp |
| Annual return | 16.36% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,955 | $3,137+26.1% | $4,818-17.9% | $2,670+48.1% |
| Participant deferral / active EE | $6,873 | $3,411+101.5% | $5,680+21.0% | $4,125+66.6% |
| Admin fee / account holder | $3,673 | $5,956-38.3% | $13,210-72.2% | $5,651-35.0% |