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 | $77,473 | $77,419+0.1% | $69,455+11.5% | $152,861-49.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.4%+5.1pp |
| Annual return | 27.23% | 39.06%-11.8pp | 28.97%-1.7pp | 345.32%-318.1pp |
| Employer contribution / active EE | $881 | $3,315-73.4% | $2,779-68.3% | $4,762-81.5% |
| Participant deferral / active EE | $1,006 | $4,414-77.2% | $3,535-71.5% | $5,850-82.8% |
| Admin fee / account holder | $1,461 | $6,207-76.5% | $3,839-62.0% | $11,596-87.4% |