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 | $70,737 | $94,625-25.2% | $116,228-39.1% | $84,808-16.6% |
| Participation rate | 97.5% | 70.4%+27.1pp | 74.6%+22.9pp | 68.3%+29.2pp |
| Annual return | 13.50% | 20.40%-6.9pp | 90.06%-76.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,223 | $2,347-5.3% | $2,994-25.8% | $2,631-15.5% |
| Participant deferral / active EE | $4,545 | $3,972+14.4% | $4,953-8.2% | $4,212+7.9% |
| Admin fee / account holder | $1,407 | $10,091-86.1% | $11,989-88.3% | $7,344-80.8% |