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 | $64,046 | $76,367-16.1% | $93,606-31.6% | $72,985-12.2% |
| Participation rate | 98.9% | 71.7%+27.1pp | 75.8%+23.0pp | 69.5%+29.4pp |
| Annual return | 18.97% | 25.82%-6.8pp | 32.76%-13.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,436 | $2,275+7.1% | $2,718-10.4% | $2,440-0.2% |
| Participant deferral / active EE | $6,970 | $3,538+97.0% | $4,069+71.3% | $3,607+93.2% |
| Admin fee / account holder | $7,492 | $6,838+9.6% | $7,888-5.0% | $5,124+46.2% |