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 | $71,942 | $78,103-7.9% | $289,028-75.1% | $116,875-38.4% |
| Participation rate | 92.7% | 69.5%+23.2pp | 78.0%+14.7pp | 74.5%+18.2pp |
| Annual return | 18.61% | 15.26%+3.3pp | 243.94%-225.3pp | 16.29%+2.3pp |
| Employer contribution / active EE | $4,177 | $2,718+53.7% | $6,326-34.0% | $3,288+27.0% |
| Participant deferral / active EE | $5,143 | $2,921+76.1% | $4,804+7.1% | $3,885+32.4% |
| Admin fee / account holder | $6,654 | $8,683-23.4% | $14,050-52.6% | $12,263-45.7% |