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 | $72,103 | $65,409+10.2% | $98,442-26.8% | $85,850-16.0% |
| Participation rate | 75.9% | 65.0%+10.9pp | 73.3%+2.6pp | 69.3%+6.6pp |
| Annual return | 15.06% | 21.76%-6.7pp | 1492.73%-1477.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,047 | $2,168-5.5% | $2,960-30.8% | $2,565-20.2% |
| Participant deferral / active EE | $3,952 | $3,166+24.8% | $4,276-7.6% | $3,9520% |
| Admin fee / account holder | $3,780 | $4,593-17.7% | $5,949-36.5% | $6,260-39.6% |