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 | $81,568 | $46,553+75.2% | $64,056+27.3% | $75,163+8.5% |
| Participation rate | 77.9% | 65.9%+12.0pp | 72.3%+5.6pp | 67.2%+10.7pp |
| Annual return | 16.44% | 26.03%-9.6pp | 33.69%-17.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,895 | $1,974-4.0% | $2,747-31.0% | $2,670-29.0% |
| Participant deferral / active EE | $4,057 | $2,837+43.0% | $3,880+4.6% | $4,125-1.6% |
| Admin fee / account holder | $1,289 | $2,952-56.3% | $3,068-58.0% | $5,651-77.2% |