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 | $67,698 | $74,927-9.6% | $101,794-33.5% | $84,808-20.2% |
| Participation rate | 84.6% | 61.4%+23.2pp | 69.2%+15.4pp | 68.3%+16.3pp |
| Annual return | 15.01% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,576 | $1,522+69.3% | $2,289+12.6% | $2,631-2.1% |
| Participant deferral / active EE | $6,009 | $3,099+93.9% | $4,084+47.1% | $4,212+42.7% |
| Admin fee / account holder | $5,288 | $6,514-18.8% | $8,777-39.7% | $7,344-28.0% |