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 | $73,930 | $78,926-6.3% | $136,749-45.9% | $84,808-12.8% |
| Participation rate | 85.7% | 62.2%+23.5pp | 72.1%+13.6pp | 68.3%+17.4pp |
| Annual return | 13.35% | 18.17%-4.8pp | 24.33%-11.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,451 | $2,134+14.8% | $3,400-27.9% | $2,631-6.9% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $749 | $6,369-88.2% | $11,386-93.4% | $7,344-89.8% |