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 | $75,471 | $81,248-7.1% | $155,509-51.5% | $80,856-6.7% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 11.62% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,154 | $3,100-30.5% | $4,672-53.9% | $2,755-21.8% |
| Participant deferral / active EE | $2,657 | $3,452-23.0% | $5,626-52.8% | $4,296-38.2% |
| Admin fee / account holder | $2,827 | $7,997-64.7% | $15,912-82.2% | $6,918-59.1% |