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 | $76,043 | $80,968-6.1% | $96,544-21.2% | $75,163+1.2% |
| Participation rate | 97.0% | 71.8%+25.2pp | 76.0%+21.0pp | 67.2%+29.8pp |
| Annual return | 16.22% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $3,921 | $2,282+71.8% | $2,965+32.2% | $2,670+46.9% |
| Participant deferral / active EE | $10,743 | $3,928+173.5% | $4,851+121.5% | $4,125+160.4% |
| Admin fee / account holder | $14,868 | $6,724+121.1% | $8,252+80.2% | $5,651+163.1% |