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 | $78,623 | $86,929-9.6% | $102,423-23.2% | $80,856-2.8% |
| Participation rate | 74.1% | 72.4%+1.7pp | 76.5%-2.4pp | 67.6%+6.4pp |
| Annual return | 14.12% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,060 | $2,369+71.4% | $3,023+34.3% | $2,755+47.4% |
| Participant deferral / active EE | $4,286 | $4,118+4.1% | $5,053-15.2% | $4,296-0.2% |
| Admin fee / account holder | $571 | $8,049-92.9% | $9,451-94.0% | $6,918-91.8% |