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 | $67,777 | $80,968-16.3% | $96,544-29.8% | $75,163-9.8% |
| Participation rate | 86.0% | 71.8%+14.3pp | 76.0%+10.1pp | 67.2%+18.9pp |
| Annual return | 23.10% | 27.06%-4.0pp | 25.84%-2.7pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,654 | $2,282-27.5% | $2,965-44.2% | $2,670-38.1% |
| Participant deferral / active EE | $3,336 | $3,928-15.1% | $4,851-31.2% | $4,125-19.1% |
| Admin fee / account holder | $2,007 | $6,724-70.1% | $8,252-75.7% | $5,651-64.5% |