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 | $70,023 | $101,724-31.2% | $164,813-57.5% | $80,856-13.4% |
| Participation rate | 93.4% | 71.8%+21.6pp | 78.6%+14.8pp | 67.6%+25.8pp |
| Annual return | 36.31% | 16.72%+19.6pp | 69.93%-33.6pp | 35.59%+0.7pp |
| Employer contribution / active EE | $2,514 | $2,953-14.9% | $4,341-42.1% | $2,755-8.8% |
| Participant deferral / active EE | $5,652 | $4,477+26.2% | $6,031-6.3% | $4,296+31.6% |
| Admin fee / account holder | $1,338 | $8,227-83.7% | $12,690-89.5% | $6,918-80.7% |