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 | $67,248 | $70,475-4.6% | $100,516-33.1% | $79,858-15.8% |
| Participation rate | 97.8% | 73.7%+24.1pp | 79.4%+18.4pp | 69.6%+28.2pp |
| Annual return | 18.63% | 21.90%-3.3pp | 30.89%-12.3pp | 31.71%-13.1pp |
| Employer contribution / active EE | $3,227 | $2,165+49.1% | $3,418-5.6% | $2,471+30.6% |
| Participant deferral / active EE | $7,730 | $5,181+49.2% | $6,270+23.3% | $3,740+106.7% |
| Admin fee / account holder | $6,160 | $4,478+37.5% | $8,081-23.8% | $5,306+16.1% |