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 9-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 | $70,302 | $81,460-13.7% | $103,333-32.0% | $80,856-13.1% |
| Participation rate | 76.2% | 66.8%+9.3pp | 74.5%+1.7pp | 67.6%+8.6pp |
| Annual return | 17.48% | 25.55%-8.1pp | 24.88%-7.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,928 | $3,105-37.9% | $3,868-50.2% | $2,755-30.0% |
| Participant deferral / active EE | $5,002 | $3,869+29.3% | $5,057-1.1% | $4,296+16.4% |
| Admin fee / account holder | $2,048 | $6,566-68.8% | $8,355-75.5% | $6,918-70.4% |