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 | $77,762 | $86,929-10.5% | $102,423-24.1% | $80,856-3.8% |
| Participation rate | 91.3% | 72.4%+18.9pp | 76.5%+14.8pp | 67.6%+23.7pp |
| Annual return | 15.80% | 18.88%-3.1pp | 29.32%-13.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,438 | $2,369+2.9% | $3,023-19.4% | $2,755-11.5% |
| Participant deferral / active EE | $4,631 | $4,118+12.4% | $5,053-8.4% | $4,296+7.8% |
| Admin fee / account holder | $568 | $8,049-92.9% | $9,451-94.0% | $6,918-91.8% |