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 | $77,879 | $78,422-0.7% | $95,952-18.8% | $79,858-2.5% |
| Participation rate | 89.8% | 73.5%+16.3pp | 77.1%+12.7pp | 69.6%+20.2pp |
| Annual return | 15.78% | 19.37%-3.6pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,574 | $1,945-19.1% | $2,541-38.1% | $2,471-36.3% |
| Participant deferral / active EE | $2,590 | $3,440-24.7% | $4,167-37.8% | $3,740-30.7% |
| Admin fee / account holder | $8,829 | $5,622+57.0% | $6,795+29.9% | $5,306+66.4% |