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 | $72,508 | $65,365+10.9% | $92,893-21.9% | $72,985-0.7% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | 21.60% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,511 | $2,594-3.2% | $3,653-31.3% | $2,440+2.9% |
| Participant deferral / active EE | $3,642 | $3,128+16.4% | $4,236-14.0% | $3,607+1.0% |
| Admin fee / account holder | $519 | $4,251-87.8% | $5,794-91.0% | $5,124-89.9% |