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 | $72,544 | $80,968-10.4% | $96,544-24.9% | $75,163-3.5% |
| Participation rate | 91.7% | 71.8%+19.9pp | 76.0%+15.7pp | 67.2%+24.5pp |
| Annual return | 16.88% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.7pp |
| Employer contribution / active EE | $807 | $2,282-64.7% | $2,965-72.8% | $2,670-69.8% |
| Participant deferral / active EE | $3,689 | $3,928-6.1% | $4,851-23.9% | $4,125-10.6% |
| Admin fee / account holder | $7,711 | $6,724+14.7% | $8,252-6.6% | $5,651+36.5% |