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 | $68,522 | $76,367-10.3% | $93,606-26.8% | $72,985-6.1% |
| Participation rate | 98.8% | 71.7%+27.0pp | 75.8%+23.0pp | 69.5%+29.3pp |
| Annual return | 19.59% | 25.82%-6.2pp | 32.76%-13.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $4,251 | $2,275+86.8% | $2,718+56.4% | $2,440+74.2% |
| Participant deferral / active EE | $5,879 | $3,538+66.2% | $4,069+44.5% | $3,607+63.0% |
| Admin fee / account holder | $3,618 | $6,838-47.1% | $7,888-54.1% | $5,124-29.4% |