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 | $74,596 | $80,968-7.9% | $96,544-22.7% | $75,163-0.8% |
| Participation rate | 95.1% | 71.8%+23.4pp | 76.0%+19.2pp | 67.2%+27.9pp |
| Annual return | 13.25% | 27.06%-13.8pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,649 | $2,282+16.1% | $2,965-10.6% | $2,670-0.8% |
| Participant deferral / active EE | $4,053 | $3,928+3.2% | $4,851-16.4% | $4,125-1.7% |
| Admin fee / account holder | $4,345 | $6,724-35.4% | $8,252-47.3% | $5,651-23.1% |