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 | $69,496 | $86,929-20.1% | $102,423-32.1% | $80,856-14.1% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+25.9pp |
| Annual return | 31.74% | 18.88%+12.9pp | 29.32%+2.4pp | 35.59%-3.9pp |
| Employer contribution / active EE | $1,291 | $2,369-45.5% | $3,023-57.3% | $2,755-53.1% |
| Participant deferral / active EE | $4,876 | $4,118+18.4% | $5,053-3.5% | $4,296+13.5% |
| Admin fee / account holder | $1,749 | $8,049-78.3% | $9,451-81.5% | $6,918-74.7% |