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 | $73,696 | $73,933-0.3% | $96,683-23.8% | $75,163-2.0% |
| Participation rate | 89.2% | 66.4%+22.8pp | 74.3%+14.9pp | 67.2%+22.0pp |
| Annual return | 15.40% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,028 | $2,928-30.7% | $3,737-45.7% | $2,670-24.0% |
| Participant deferral / active EE | $4,243 | $3,659+16.0% | $4,878-13.0% | $4,125+2.9% |
| Admin fee / account holder | $4,451 | $5,216-14.7% | $6,730-33.9% | $5,651-21.2% |