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 | $77,249 | $138,347-44.2% | $184,203-58.1% | $80,856-4.5% |
| Participation rate | 71.2% | 83.9%-12.7pp | 86.8%-15.6pp | 67.6%+3.6pp |
| Annual return | 17.68% | 20.02%-2.3pp | 28.81%-11.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,849 | $4,850-61.9% | $6,427-71.2% | $2,755-32.9% |
| Participant deferral / active EE | $7,563 | $7,071+7.0% | $9,131-17.2% | $4,296+76.1% |
| Admin fee / account holder | $31,138 | $10,483+197.0% | $13,901+124.0% | $6,918+350.1% |