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 | $67,728 | $86,929-22.1% | $102,423-33.9% | $80,856-16.2% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 13.76% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $797 | $2,369-66.4% | $3,023-73.6% | $2,755-71.1% |
| Participant deferral / active EE | $4,798 | $4,118+16.5% | $5,053-5.0% | $4,296+11.7% |
| Admin fee / account holder | $10,280 | $8,049+27.7% | $9,451+8.8% | $6,918+48.6% |