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 | $75,938 | $89,355-15.0% | $141,162-46.2% | $72,985+4.0% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 25.81% | 111.85%-86.0pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $3,485 | $3,114+11.9% | $4,735-26.4% | $2,440+42.9% |
| Participant deferral / active EE | $8,526 | $5,418+57.4% | $6,709+27.1% | $3,607+136.3% |
| Admin fee / account holder | $3,977 | $5,958-33.3% | $10,261-61.2% | $5,124-22.4% |