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 | $65,913 | $74,927-12.0% | $101,794-35.2% | $84,808-22.3% |
| Participation rate | 90.6% | 61.4%+29.2pp | 69.2%+21.4pp | 68.3%+22.3pp |
| Annual return | 14.73% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,027 | $1,522+33.2% | $2,289-11.4% | $2,631-23.0% |
| Participant deferral / active EE | $2,821 | $3,099-9.0% | $4,084-30.9% | $4,212-33.0% |
| Admin fee / account holder | $7,361 | $6,514+13.0% | $8,777-16.1% | $7,344+0.2% |