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 | $66,371 | $80,968-18.0% | $96,544-31.3% | $75,163-11.7% |
| Participation rate | 85.0% | 71.8%+13.2pp | 76.0%+9.0pp | 67.2%+17.8pp |
| Annual return | 18.32% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,687 | $2,282-26.1% | $2,965-43.1% | $2,670-36.8% |
| Participant deferral / active EE | $4,842 | $3,928+23.3% | $4,851-0.2% | $4,125+17.4% |
| Admin fee / account holder | $9,040 | $6,724+34.4% | $8,252+9.5% | $5,651+60.0% |