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 | $77,686 | $86,929-10.6% | $102,423-24.2% | $80,856-3.9% |
| Participation rate | 85.9% | 72.4%+13.5pp | 76.5%+9.4pp | 67.6%+18.2pp |
| Annual return | 13.94% | 18.88%-4.9pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,498 | $2,369-36.8% | $3,023-50.5% | $2,755-45.6% |
| Participant deferral / active EE | $2,720 | $4,118-33.9% | $5,053-46.2% | $4,296-36.7% |
| Admin fee / account holder | $4,609 | $8,049-42.7% | $9,451-51.2% | $6,918-33.4% |