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 | $73,773 | $78,103-5.5% | $289,028-74.5% | $116,875-36.9% |
| Participation rate | 95.8% | 69.5%+26.3pp | 78.0%+17.9pp | 74.5%+21.3pp |
| Annual return | 17.59% | 15.26%+2.3pp | 243.94%-226.3pp | 16.29%+1.3pp |
| Employer contribution / active EE | $1,301 | $2,718-52.1% | $6,326-79.4% | $3,288-60.4% |
| Participant deferral / active EE | $6,556 | $2,921+124.4% | $4,804+36.5% | $3,885+68.7% |
| Admin fee / account holder | $5,442 | $8,683-37.3% | $14,050-61.3% | $12,263-55.6% |