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 | $76,757 | $86,929-11.7% | $102,423-25.1% | $80,856-5.1% |
| Participation rate | 91.8% | 72.4%+19.4pp | 76.5%+15.3pp | 67.6%+24.2pp |
| Annual return | 12.87% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,724 | $2,369+15.0% | $3,023-9.9% | $2,755-1.1% |
| Participant deferral / active EE | $4,435 | $4,118+7.7% | $5,053-12.2% | $4,296+3.2% |
| Admin fee / account holder | $2,672 | $8,049-66.8% | $9,451-71.7% | $6,918-61.4% |