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 | $69,809 | $74,888-6.8% | $71,209-2.0% | $142,382-51.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 17.84% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,204 | $2,854-22.8% | $2,721-19.0% | $4,299-48.7% |
| Participant deferral / active EE | $4,658 | $4,454+4.6% | $4,175+11.6% | $6,507-28.4% |
| Admin fee / account holder | $1,238 | $5,568-77.8% | $5,349-76.8% | $12,624-90.2% |