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 | $72,869 | $138,347-47.3% | $184,203-60.4% | $80,856-9.9% |
| Participation rate | 97.1% | 83.9%+13.2pp | 86.8%+10.2pp | 67.6%+29.4pp |
| Annual return | 15.66% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $5,187 | $4,850+6.9% | $6,427-19.3% | $2,755+88.3% |
| Participant deferral / active EE | $3,820 | $7,071-46.0% | $9,131-58.2% | $4,296-11.1% |
| Admin fee / account holder | $1,754 | $10,483-83.3% | $13,901-87.4% | $6,918-74.6% |