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 | $78,454 | $78,672-0.3% | $109,143-28.1% | $85,850-8.6% |
| Participation rate | 96.2% | 68.3%+27.9pp | 75.9%+20.3pp | 69.3%+26.8pp |
| Annual return | 13.50% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,589 | $2,735-5.3% | $3,722-30.4% | $2,565+0.9% |
| Participant deferral / active EE | $6,322 | $3,467+82.3% | $4,653+35.9% | $3,952+60.0% |
| Admin fee / account holder | $20,969 | $5,469+283.4% | $6,752+210.6% | $6,260+235.0% |