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 | $74,839 | $46,553+60.8% | $64,056+16.8% | $75,163-0.4% |
| Participation rate | 98.5% | 65.9%+32.6pp | 72.3%+26.2pp | 67.2%+31.3pp |
| Annual return | 19.36% | 26.03%-6.7pp | 33.69%-14.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $4,276 | $1,974+116.6% | $2,747+55.7% | $2,670+60.1% |
| Participant deferral / active EE | $4,558 | $2,837+60.7% | $3,880+17.5% | $4,125+10.5% |
| Admin fee / account holder | $2,930 | $2,952-0.7% | $3,068-4.5% | $5,651-48.1% |