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 | $72,662 | $74,927-3.0% | $101,794-28.6% | $84,808-14.3% |
| Participation rate | 74.6% | 61.4%+13.2pp | 69.2%+5.4pp | 68.3%+6.3pp |
| Annual return | 29.38% | 18.70%+10.7pp | 30.53%-1.1pp | 40.90%-11.5pp |
| Employer contribution / active EE | $1,066 | $1,522-29.9% | $2,289-53.4% | $2,631-59.5% |
| Participant deferral / active EE | $4,055 | $3,099+30.8% | $4,084-0.7% | $4,212-3.7% |
| Admin fee / account holder | $9,220 | $6,514+41.5% | $8,777+5.0% | $7,344+25.5% |