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 | $72,463 | $79,944-9.4% | $98,439-26.4% | $75,163-3.6% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.2%+15.7pp | 67.2%+23.7pp |
| Annual return | 15.81% | 19.75%-3.9pp | 21.16%-5.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,090 | $2,264+36.5% | $3,048+1.4% | $2,670+15.7% |
| Participant deferral / active EE | $6,602 | $3,752+76.0% | $4,738+39.3% | $4,125+60.0% |
| Admin fee / account holder | $9,662 | $6,840+41.3% | $8,948+8.0% | $5,651+71.0% |