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 | $74,196 | $114,381-35.1% | $107,525-31.0% | $142,382-47.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 16.91% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,229 | $4,015-44.5% | $3,754-40.6% | $4,299-48.2% |
| Participant deferral / active EE | $5,588 | $5,564+0.4% | $5,116+9.2% | $6,507-14.1% |
| Admin fee / account holder | $2,825 | $9,860-71.4% | $8,919-68.3% | $12,624-77.6% |