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 | $77,128 | $80,968-4.7% | $96,544-20.1% | $75,163+2.6% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | 17.41% | 27.06%-9.7pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,139 | $2,282-6.3% | $2,965-27.9% | $2,670-19.9% |
| Participant deferral / active EE | $4,751 | $3,928+20.9% | $4,851-2.1% | $4,125+15.2% |
| Admin fee / account holder | $2,273 | $6,724-66.2% | $8,252-72.5% | $5,651-59.8% |