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 | $70,788 | $136,307-48.1% | $106,619-33.6% | $273,961-74.2% |
| Participation rate | 95.0% | 84.8%+10.2pp | 78.0%+17.0pp | 83.0%+12.0pp |
| Annual return | 6.41% | 11.05%-4.6pp | 9.42%-3.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $4,384 | $5,190-15.5% | $3,947+11.1% | $4,869-10.0% |
| Participant deferral / active EE | $5,700 | $4,969+14.7% | $3,930+45.0% | $5,287+7.8% |
| Admin fee / account holder | $716 | $8,625-91.7% | $6,418-88.8% | $10,132-92.9% |