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 | $76,981 | $94,625-18.6% | $116,228-33.8% | $84,808-9.2% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.6%+12.9pp | 68.3%+19.2pp |
| Annual return | 14.78% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,695 | $2,347+14.9% | $2,994-10.0% | $2,631+2.4% |
| Participant deferral / active EE | $3,792 | $3,972-4.5% | $4,953-23.5% | $4,212-10.0% |
| Admin fee / account holder | $7,349 | $10,091-27.2% | $11,989-38.7% | $7,344+0.1% |