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 | $70,068 | $93,571-25.1% | $135,903-48.4% | $75,163-6.8% |
| Participation rate | 80.4% | 75.2%+5.2pp | 81.9%-1.5pp | 67.2%+13.2pp |
| Annual return | 23.94% | 30.90%-7.0pp | 68.23%-44.3pp | 160.62%-136.7pp |
| Employer contribution / active EE | $4,697 | $3,537+32.8% | $4,856-3.3% | $2,670+75.9% |
| Participant deferral / active EE | $11,225 | $6,404+75.3% | $7,758+44.7% | $4,125+172.1% |
| Admin fee / account holder | $8,647 | $6,975+24.0% | $10,762-19.7% | $5,651+53.0% |