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 | $67,901 | $86,929-21.9% | $102,423-33.7% | $80,856-16.0% |
| Participation rate | 88.7% | 72.4%+16.4pp | 76.5%+12.2pp | 67.6%+21.1pp |
| Annual return | 22.62% | 18.88%+3.7pp | 29.32%-6.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $2,959 | $2,369+24.9% | $3,023-2.1% | $2,755+7.4% |
| Participant deferral / active EE | $5,532 | $4,118+34.3% | $5,053+9.5% | $4,296+28.8% |
| Admin fee / account holder | $1,297 | $8,049-83.9% | $9,451-86.3% | $6,918-81.3% |