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 | $78,857 | $127,065-37.9% | $113,168-30.3% | $142,382-44.6% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 17.19% | 24.03%-6.8pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,787 | $3,442-19.0% | $2,975-6.3% | $4,299-35.2% |
| Participant deferral / active EE | $5,040 | $5,716-11.8% | $5,107-1.3% | $6,507-22.5% |
| Admin fee / account holder | $6,695 | $15,736-57.5% | $12,068-44.5% | $12,624-47.0% |