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 | $74,708 | $109,881-32.0% | $150,045-50.2% | $84,808-11.9% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 21.12% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,533 | $3,561-28.9% | $4,693-46.0% | $2,631-3.7% |
| Participant deferral / active EE | $6,355 | $6,636-4.2% | $7,997-20.5% | $4,212+50.9% |
| Admin fee / account holder | $784 | $8,568-90.9% | $13,435-94.2% | $7,344-89.3% |