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 | $78,850 | $73,933+6.7% | $96,683-18.4% | $75,163+4.9% |
| Participation rate | 90.3% | 66.4%+23.9pp | 74.3%+16.0pp | 67.2%+23.1pp |
| Annual return | 13.59% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $3,545 | $2,928+21.1% | $3,737-5.1% | $2,670+32.8% |
| Participant deferral / active EE | $5,381 | $3,659+47.1% | $4,878+10.3% | $4,125+30.5% |
| Admin fee / account holder | $8,983 | $5,216+72.2% | $6,730+33.5% | $5,651+59.0% |