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 | $77,594 | $80,673-3.8% | $101,326-23.4% | $84,808-8.5% |
| Participation rate | 96.7% | 77.8%+18.9pp | 81.5%+15.2pp | 68.3%+28.4pp |
| Annual return | 19.43% | 38.95%-19.5pp | 36.82%-17.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,444 | $2,698-46.5% | $3,665-60.6% | $2,631-45.1% |
| Participant deferral / active EE | $7,305 | $6,840+6.8% | $7,994-8.6% | $4,212+73.5% |
| Admin fee / account holder | $2,218 | $12,784-82.7% | $11,185-80.2% | $7,344-69.8% |