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 | $74,657 | $95,803-22.1% | $113,168-34.0% | $84,808-12.0% |
| Participation rate | 92.7% | 72.9%+19.8pp | 76.6%+16.1pp | 68.3%+24.4pp |
| Annual return | 36.52% | 25.00%+11.5pp | 24.27%+12.3pp | 40.90%-4.4pp |
| Employer contribution / active EE | $2,857 | $2,360+21.1% | $2,975-4.0% | $2,631+8.6% |
| Participant deferral / active EE | $6,566 | $4,242+54.8% | $5,107+28.6% | $4,212+55.9% |
| Admin fee / account holder | $3,174 | $8,989-64.7% | $12,068-73.7% | $7,344-56.8% |