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 | $78,127 | $123,793-36.9% | $177,821-56.1% | $79,858-2.2% |
| Participation rate | 88.1% | 84.7%+3.4pp | 87.7%+0.4pp | 69.6%+18.5pp |
| Annual return | 19.95% | 22.82%-2.9pp | 48.32%-28.4pp | 31.71%-11.8pp |
| Employer contribution / active EE | $2,078 | $4,095-49.3% | $5,918-64.9% | $2,471-15.9% |
| Participant deferral / active EE | $4,549 | $5,956-23.6% | $7,714-41.0% | $3,740+21.6% |
| Admin fee / account holder | $676 | $7,243-90.7% | $12,427-94.6% | $5,306-87.3% |