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 | $78,487 | $86,929-9.7% | $102,423-23.4% | $80,856-2.9% |
| Participation rate | 77.1% | 72.4%+4.8pp | 76.5%+0.7pp | 67.6%+9.5pp |
| Annual return | 22.77% | 18.88%+3.9pp | 29.32%-6.6pp | 35.59%-12.8pp |
| Employer contribution / active EE | $4,601 | $2,369+94.2% | $3,023+52.2% | $2,755+67.0% |
| Participant deferral / active EE | $3,620 | $4,118-12.1% | $5,053-28.4% | $4,296-15.7% |
| Admin fee / account holder | $1,039 | $8,049-87.1% | $9,451-89.0% | $6,918-85.0% |