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 4-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 | $78,527 | $73,933+6.2% | $96,683-18.8% | $75,163+4.5% |
| Participation rate | 78.2% | 66.4%+11.7pp | 74.3%+3.8pp | 67.2%+11.0pp |
| Annual return | 16.01% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,798 | $2,928-38.6% | $3,737-51.9% | $2,670-32.7% |
| Participant deferral / active EE | $4,035 | $3,659+10.3% | $4,878-17.3% | $4,125-2.2% |
| Admin fee / account holder | $4,151 | $5,216-20.4% | $6,730-38.3% | $5,651-26.5% |