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 | $80,527 | $78,672+2.4% | $109,143-26.2% | $85,850-6.2% |
| Participation rate | 79.6% | 68.3%+11.3pp | 75.9%+3.7pp | 69.3%+10.3pp |
| Annual return | 14.51% | 25.09%-10.6pp | 25.75%-11.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,766 | $2,735+1.2% | $3,722-25.7% | $2,565+7.8% |
| Participant deferral / active EE | $5,602 | $3,467+61.6% | $4,653+20.4% | $3,952+41.8% |
| Admin fee / account holder | $3,613 | $5,469-33.9% | $6,752-46.5% | $6,260-42.3% |