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 | $79,734 | $72,277+10.3% | $101,248-21.2% | $79,858-0.2% |
| Participation rate | 79.6% | 68.5%+11.1pp | 75.8%+3.8pp | 69.6%+10.0pp |
| Annual return | 16.84% | 22.30%-5.5pp | 46.47%-29.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,207 | $2,692-55.2% | $3,660-67.0% | $2,471-51.2% |
| Participant deferral / active EE | $3,054 | $3,282-6.9% | $4,370-30.1% | $3,740-18.3% |
| Admin fee / account holder | $1,066 | $4,400-75.8% | $5,945-82.1% | $5,306-79.9% |