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 | $73,152 | $64,324+13.7% | $118,925-38.5% | $79,858-8.4% |
| Participation rate | 73.5% | 64.9%+8.7pp | 75.4%-1.9pp | 69.6%+3.9pp |
| Annual return | 21.02% | 86.45%-65.4pp | 35.88%-14.9pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,331 | $1,836+26.9% | $3,263-28.6% | $2,471-5.7% |
| Participant deferral / active EE | $5,123 | $2,824+81.4% | $4,265+20.1% | $3,740+37.0% |
| Admin fee / account holder | $13,523 | $4,040+234.7% | $6,581+105.5% | $5,306+154.8% |