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 | $72,921 | $78,672-7.3% | $109,143-33.2% | $85,850-15.1% |
| Participation rate | 95.4% | 68.3%+27.1pp | 75.9%+19.5pp | 69.3%+26.1pp |
| Annual return | 12.87% | 25.09%-12.2pp | 25.75%-12.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,719 | $2,735+36.0% | $3,722-0.1% | $2,565+45.0% |
| Participant deferral / active EE | $4,583 | $3,467+32.2% | $4,653-1.5% | $3,952+16.0% |
| Admin fee / account holder | $21,286 | $5,469+289.2% | $6,752+215.2% | $6,260+240.0% |