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 | $75,285 | $83,477-9.8% | $125,175-39.9% | $72,985+3.2% |
| Participation rate | 94.8% | 73.3%+21.5pp | 79.8%+15.0pp | 69.5%+25.3pp |
| Annual return | 21.09% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,948 | $2,345-16.9% | $3,865-49.6% | $2,440-20.2% |
| Participant deferral / active EE | $2,970 | $3,585-17.2% | $4,937-39.8% | $3,607-17.7% |
| Admin fee / account holder | $4,964 | $5,517-10.0% | $9,702-48.8% | $5,124-3.1% |