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 | $78,260 | $72,277+8.3% | $101,248-22.7% | $79,858-2.0% |
| Participation rate | 81.5% | 68.5%+13.0pp | 75.8%+5.7pp | 69.6%+11.8pp |
| Annual return | 19.19% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,721 | $2,692-36.1% | $3,660-53.0% | $2,471-30.4% |
| Participant deferral / active EE | $5,561 | $3,282+69.5% | $4,370+27.3% | $3,740+48.7% |
| Admin fee / account holder | $393 | $4,400-91.1% | $5,945-93.4% | $5,306-92.6% |