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 | $70,142 | $72,492-3.2% | $87,100-19.5% | $72,985-3.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.36% | 24.46%-5.1pp | 28.19%-8.8pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,736 | $1,894-8.3% | $2,521-31.1% | $2,440-28.9% |
| Participant deferral / active EE | $4,126 | $3,270+26.2% | $4,049+1.9% | $3,607+14.4% |
| Admin fee / account holder | $4,201 | $5,055-16.9% | $7,497-44.0% | $5,124-18.0% |