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 | $76,809 | $73,933+3.9% | $96,683-20.6% | $75,163+2.2% |
| Participation rate | 97.6% | 66.4%+31.2pp | 74.3%+23.3pp | 67.2%+30.4pp |
| Annual return | 13.55% | 26.70%-13.2pp | 35.69%-22.1pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,603 | $2,928+57.2% | $3,737+23.2% | $2,670+72.4% |
| Participant deferral / active EE | $6,918 | $3,659+89.1% | $4,878+41.8% | $4,125+67.7% |
| Admin fee / account holder | $18,243 | $5,216+249.7% | $6,730+171.1% | $5,651+222.8% |