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 | $80,811 | $86,286-6.3% | $111,297-27.4% | $85,850-5.9% |
| Participation rate | 85.4% | 73.3%+12.0pp | 77.3%+8.1pp | 69.3%+16.1pp |
| Annual return | 13.94% | 19.99%-6.0pp | 54.65%-40.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,465 | $2,043+20.6% | $2,731-9.7% | $2,565-3.9% |
| Participant deferral / active EE | $6,705 | $3,641+84.2% | $4,487+49.4% | $3,952+69.7% |
| Admin fee / account holder | $1,302 | $8,188-84.1% | $7,964-83.7% | $6,260-79.2% |