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 | $80,155 | $86,929-7.8% | $102,423-21.7% | $80,856-0.9% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.6%+17.1pp |
| Annual return | 13.51% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,758 | $2,369-25.8% | $3,023-41.8% | $2,755-36.2% |
| Participant deferral / active EE | $5,268 | $4,118+27.9% | $5,053+4.3% | $4,296+22.6% |
| Admin fee / account holder | $6,262 | $8,049-22.2% | $9,451-33.7% | $6,918-9.5% |