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 | $65,092 | $86,929-25.1% | $102,423-36.4% | $80,856-19.5% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.6%+23.3pp |
| Annual return | 13.26% | 18.88%-5.6pp | 29.32%-16.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,351 | $2,369+41.4% | $3,023+10.8% | $2,755+21.6% |
| Participant deferral / active EE | $5,399 | $4,118+31.1% | $5,053+6.9% | $4,296+25.7% |
| Admin fee / account holder | $2,416 | $8,049-70.0% | $9,451-74.4% | $6,918-65.1% |