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 | $80,424 | $74,927+7.3% | $101,794-21.0% | $84,808-5.2% |
| Participation rate | 91.8% | 61.4%+30.4pp | 69.2%+22.6pp | 68.3%+23.4pp |
| Annual return | 14.75% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,477 | $1,522-2.9% | $2,289-35.5% | $2,631-43.8% |
| Participant deferral / active EE | $6,338 | $3,099+104.5% | $4,084+55.2% | $4,212+50.5% |
| Admin fee / account holder | $4,261 | $6,514-34.6% | $8,777-51.5% | $7,344-42.0% |