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 | $75,472 | $95,416-20.9% | $185,823-59.4% | $85,850-12.1% |
| Participation rate | 96.3% | 68.8%+27.6pp | 81.7%+14.6pp | 69.3%+27.0pp |
| Annual return | 24.10% | 23.59%+0.5pp | 122.05%-97.9pp | 318.53%-294.4pp |
| Employer contribution / active EE | $2,496 | $3,314-24.7% | $5,167-51.7% | $2,565-2.7% |
| Participant deferral / active EE | $3,446 | $3,423+0.7% | $5,568-38.1% | $3,952-12.8% |
| Admin fee / account holder | $2,313 | $7,213-67.9% | $16,237-85.8% | $6,260-63.1% |