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 | $77,365 | $83,477-7.3% | $125,175-38.2% | $72,985+6.0% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.5%+17.2pp |
| Annual return | 22.06% | 25.78%-3.7pp | 43.79%-21.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,944 | $2,345+25.5% | $3,865-23.8% | $2,440+20.7% |
| Participant deferral / active EE | $3,195 | $3,585-10.9% | $4,937-35.3% | $3,607-11.4% |
| Admin fee / account holder | $6,353 | $5,517+15.1% | $9,702-34.5% | $5,124+24.0% |