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 | $78,265 | $72,012+8.7% | $185,823-57.9% | $79,858-2.0% |
| Participation rate | 95.5% | 65.8%+29.7pp | 78.0%+17.4pp | 69.6%+25.8pp |
| Annual return | 16.28% | 23.12%-6.8pp | 35.95%-19.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,795 | $1,965+42.3% | $4,087-31.6% | $2,471+13.1% |
| Participant deferral / active EE | $6,604 | $3,779+74.8% | $5,632+17.3% | $3,740+76.6% |
| Admin fee / account holder | $2,014 | $4,513-55.4% | $9,500-78.8% | $5,306-62.1% |