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 | $69,718 | $72,492-3.8% | $87,100-20.0% | $72,985-4.5% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 19.58% | 24.46%-4.9pp | 28.19%-8.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,465 | $1,894-22.6% | $2,521-41.9% | $2,440-39.9% |
| Participant deferral / active EE | $4,812 | $3,270+47.2% | $4,049+18.9% | $3,607+33.4% |
| Admin fee / account holder | $9,786 | $5,055+93.6% | $7,497+30.5% | $5,124+91.0% |