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 | $74,021 | $68,719+7.7% | $91,541-19.1% | $84,808-12.7% |
| Participation rate | 91.4% | 64.5%+26.9pp | 69.8%+21.7pp | 68.3%+23.1pp |
| Annual return | 20.19% | 19.12%+1.1pp | 20.50%-0.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,474 | $1,920-23.2% | $2,505-41.2% | $2,631-44.0% |
| Participant deferral / active EE | $3,792 | $3,136+20.9% | $4,008-5.4% | $4,212-10.0% |
| Admin fee / account holder | $1,176 | $5,786-79.7% | $6,956-83.1% | $7,344-84.0% |