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 | $74,642 | $73,933+1.0% | $96,683-22.8% | $75,163-0.7% |
| Participation rate | 91.0% | 66.4%+24.6pp | 74.3%+16.7pp | 67.2%+23.8pp |
| Annual return | 20.67% | 26.70%-6.0pp | 35.69%-15.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,337 | $2,928-20.2% | $3,737-37.5% | $2,670-12.5% |
| Participant deferral / active EE | $6,146 | $3,659+68.0% | $4,878+26.0% | $4,125+49.0% |
| Admin fee / account holder | $4,316 | $5,216-17.3% | $6,730-35.9% | $5,651-23.6% |