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 | $79,393 | $94,625-16.1% | $116,228-31.7% | $84,808-6.4% |
| Participation rate | 89.4% | 70.4%+18.9pp | 74.6%+14.8pp | 68.3%+21.1pp |
| Annual return | 12.52% | 20.40%-7.9pp | 90.06%-77.5pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,170 | $2,347-7.5% | $2,994-27.5% | $2,631-17.5% |
| Participant deferral / active EE | $3,956 | $3,972-0.4% | $4,953-20.1% | $4,212-6.1% |
| Admin fee / account holder | $9,551 | $10,091-5.4% | $11,989-20.3% | $7,344+30.1% |