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 | $77,848 | $76,367+1.9% | $93,606-16.8% | $72,985+6.7% |
| Participation rate | 95.9% | 71.7%+24.2pp | 75.8%+20.1pp | 69.5%+26.5pp |
| Annual return | 21.06% | 25.82%-4.8pp | 32.76%-11.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,685 | $2,275-25.9% | $2,718-38.0% | $2,440-30.9% |
| Participant deferral / active EE | $3,283 | $3,538-7.2% | $4,069-19.3% | $3,607-9.0% |
| Admin fee / account holder | $7,412 | $6,838+8.4% | $7,888-6.0% | $5,124+44.6% |