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 | $77,259 | $93,571-17.4% | $135,903-43.2% | $75,163+2.8% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 17.27% | 30.90%-13.6pp | 68.23%-51.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,508 | $3,537-29.1% | $4,856-48.4% | $2,670-6.1% |
| Participant deferral / active EE | $5,732 | $6,404-10.5% | $7,758-26.1% | $4,125+39.0% |
| Admin fee / account holder | $4,478 | $6,975-35.8% | $10,762-58.4% | $5,651-20.8% |