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 | $78,773 | $125,758-37.4% | $169,993-53.7% | $75,163+4.8% |
| Participation rate | 93.5% | 83.6%+10.0pp | 87.0%+6.5pp | 67.2%+26.4pp |
| Annual return | 16.01% | 27.20%-11.2pp | 53.37%-37.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,262 | $4,615-29.3% | $6,785-51.9% | $2,670+22.2% |
| Participant deferral / active EE | $4,946 | $6,837-27.7% | $10,408-52.5% | $4,125+19.9% |
| Admin fee / account holder | $1,429 | $8,173-82.5% | $12,815-88.9% | $5,651-74.7% |