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 | $77,025 | $99,985-23.0% | $146,665-47.5% | $85,850-10.3% |
| Participation rate | 84.4% | 73.1%+11.4pp | 80.1%+4.3pp | 69.3%+15.1pp |
| Annual return | 16.28% | 18.93%-2.6pp | 22.74%-6.5pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,029 | $2,559-20.7% | $4,136-50.9% | $2,565-20.9% |
| Participant deferral / active EE | $3,874 | $4,006-3.3% | $5,506-29.6% | $3,952-2.0% |
| Admin fee / account holder | $7,009 | $7,702-9.0% | $10,280-31.8% | $6,260+12.0% |