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 | $76,651 | $109,881-30.2% | $150,045-48.9% | $84,808-9.6% |
| Participation rate | 85.5% | 76.1%+9.4pp | 82.3%+3.2pp | 68.3%+17.2pp |
| Annual return | 16.55% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,686 | $3,561+31.6% | $4,693-0.2% | $2,631+78.1% |
| Participant deferral / active EE | $5,555 | $6,636-16.3% | $7,997-30.5% | $4,212+31.9% |
| Admin fee / account holder | $3,986 | $8,568-53.5% | $13,435-70.3% | $7,344-45.7% |