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 | $75,522 | $71,050+6.3% | $93,606-19.3% | $80,856-6.6% |
| Participation rate | 82.5% | 60.4%+22.1pp | 68.7%+13.8pp | 67.6%+14.9pp |
| Annual return | 15.13% | 11.26%+3.9pp | 133.20%-118.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,802 | $1,564+15.2% | $2,420-25.5% | $2,755-34.6% |
| Participant deferral / active EE | $4,394 | $4,034+8.9% | $4,411-0.4% | $4,296+2.3% |
| Admin fee / account holder | $3,384 | $6,945-51.3% | $8,285-59.2% | $6,918-51.1% |