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 | $79,589 | $74,927+6.2% | $101,794-21.8% | $84,808-6.2% |
| Participation rate | 89.7% | 61.4%+28.3pp | 69.2%+20.5pp | 68.3%+21.4pp |
| Annual return | 13.99% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,044 | $1,522-31.4% | $2,289-54.4% | $2,631-60.3% |
| Participant deferral / active EE | $7,548 | $3,099+143.5% | $4,084+84.8% | $4,212+79.2% |
| Admin fee / account holder | $5,394 | $6,514-17.2% | $8,777-38.5% | $7,344-26.6% |