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 | $77,512 | $69,977+10.8% | $108,579-28.6% | $62,891+23.2% |
| Participation rate | 78.7% | 72.9%+5.8pp | 79.6%-0.9pp | 69.3%+9.3pp |
| Annual return | 6.87% | 10.73%-3.9pp | -51.70%+58.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,434 | $2,135+107.7% | $3,758+18.0% | $2,281+94.4% |
| Participant deferral / active EE | $3,528 | $3,165+11.5% | $4,311-18.1% | $3,203+10.2% |
| Admin fee / account holder | $7,080 | $5,076+39.5% | $7,645-7.4% | $4,296+64.8% |