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 | $78,419 | $77,899+0.7% | $149,673-47.6% | $75,163+4.3% |
| Participation rate | 95.1% | 65.6%+29.5pp | 78.8%+16.4pp | 67.2%+27.9pp |
| Annual return | 15.42% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $955 | $3,137-69.6% | $4,818-80.2% | $2,670-64.2% |
| Participant deferral / active EE | $5,046 | $3,411+47.9% | $5,680-11.2% | $4,125+22.3% |
| Admin fee / account holder | $7,398 | $5,956+24.2% | $13,210-44.0% | $5,651+30.9% |