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 | $72,484 | $101,724-28.7% | $164,813-56.0% | $80,856-10.4% |
| Participation rate | 96.8% | 71.8%+24.9pp | 78.6%+18.2pp | 67.6%+29.1pp |
| Annual return | 12.35% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,967 | $2,953+0.5% | $4,341-31.6% | $2,755+7.7% |
| Participant deferral / active EE | $7,851 | $4,477+75.4% | $6,031+30.2% | $4,296+82.8% |
| Admin fee / account holder | $4,438 | $8,227-46.1% | $12,690-65.0% | $6,918-35.8% |