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 | $73,303 | $83,477-12.2% | $125,175-41.4% | $72,985+0.4% |
| Participation rate | 91.7% | 73.3%+18.4pp | 79.8%+11.9pp | 69.5%+22.2pp |
| Annual return | 20.53% | 25.78%-5.3pp | 43.79%-23.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,030 | $2,345+29.2% | $3,865-21.6% | $2,440+24.2% |
| Participant deferral / active EE | $5,753 | $3,585+60.5% | $4,937+16.5% | $3,607+59.5% |
| Admin fee / account holder | $3,440 | $5,517-37.7% | $9,702-64.5% | $5,124-32.9% |