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 | $79,479 | $72,277+10.0% | $101,248-21.5% | $79,858-0.5% |
| Participation rate | 80.6% | 68.5%+12.1pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 17.89% | 22.30%-4.4pp | 46.47%-28.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $5,267 | $2,692+95.7% | $3,660+43.9% | $2,471+113.2% |
| Participant deferral / active EE | $4,600 | $3,282+40.2% | $4,370+5.3% | $3,740+23.0% |
| Admin fee / account holder | $5,995 | $4,400+36.2% | $5,945+0.8% | $5,306+13.0% |