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 | $73,420 | $80,717-9.0% | $154,803-52.6% | $84,808-13.4% |
| Participation rate | 92.7% | 66.8%+25.9pp | 78.1%+14.6pp | 68.3%+24.4pp |
| Annual return | 16.56% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,161 | $2,761+14.5% | $4,305-26.6% | $2,631+20.1% |
| Participant deferral / active EE | $4,109 | $3,303+24.4% | $5,540-25.8% | $4,212-2.4% |
| Admin fee / account holder | $3,463 | $6,746-48.7% | $14,329-75.8% | $7,344-52.9% |