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 | $65,900 | $79,944-17.6% | $98,439-33.1% | $75,163-12.3% |
| Participation rate | 94.4% | 70.4%+24.1pp | 75.2%+19.3pp | 67.2%+27.3pp |
| Annual return | 19.81% | 19.75%+0.1pp | 21.16%-1.3pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,231 | $2,264-1.4% | $3,048-26.8% | $2,670-16.4% |
| Participant deferral / active EE | $5,139 | $3,752+37.0% | $4,738+8.5% | $4,125+24.6% |
| Admin fee / account holder | $2,020 | $6,840-70.5% | $8,948-77.4% | $5,651-64.3% |