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 | $67,456 | $80,968-16.7% | $96,544-30.1% | $75,163-10.3% |
| Participation rate | 95.7% | 71.8%+23.9pp | 76.0%+19.7pp | 67.2%+28.5pp |
| Annual return | 15.66% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,362 | $2,282+47.3% | $2,965+13.4% | $2,670+25.9% |
| Participant deferral / active EE | $2,611 | $3,928-33.5% | $4,851-46.2% | $4,125-36.7% |
| Admin fee / account holder | $2,145 | $6,724-68.1% | $8,252-74.0% | $5,651-62.0% |