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 | $77,132 | $60,892+26.7% | $82,389-6.4% | $84,808-9.1% |
| Participation rate | 73.8% | 63.3%+10.5pp | 69.5%+4.3pp | 68.3%+5.5pp |
| Annual return | 16.10% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,985 | $1,779+11.5% | $2,517-21.1% | $2,631-24.6% |
| Participant deferral / active EE | $3,198 | $3,179+0.6% | $4,155-23.0% | $4,212-24.1% |
| Admin fee / account holder | $14,573 | $5,467+166.5% | $7,231+101.5% | $7,344+98.4% |