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 | $74,791 | $95,266-21.5% | $82,389-9.2% | $142,382-47.5% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 11.32% | 25.74%-14.4pp | 28.67%-17.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,533 | $2,991-15.3% | $2,517+0.6% | $4,299-41.1% |
| Participant deferral / active EE | $8,665 | $4,809+80.2% | $4,155+108.6% | $6,507+33.2% |
| Admin fee / account holder | $30,391 | $8,563+254.9% | $7,231+320.3% | $12,624+140.7% |