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 | $72,988 | $101,724-28.2% | $164,813-55.7% | $80,856-9.7% |
| Participation rate | 98.9% | 71.8%+27.0pp | 78.6%+20.3pp | 67.6%+31.2pp |
| Annual return | 12.78% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,517 | $2,953+52.9% | $4,341+4.1% | $2,755+64.0% |
| Participant deferral / active EE | $2,052 | $4,477-54.2% | $6,031-66.0% | $4,296-52.2% |
| Admin fee / account holder | $8,760 | $8,227+6.5% | $12,690-31.0% | $6,918+26.6% |