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 | $76,495 | $68,719+11.3% | $91,541-16.4% | $84,808-9.8% |
| Participation rate | 74.2% | 64.5%+9.7pp | 69.8%+4.5pp | 68.3%+5.9pp |
| Annual return | 13.04% | 19.12%-6.1pp | 20.50%-7.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,122 | $1,920+62.6% | $2,505+24.6% | $2,631+18.7% |
| Participant deferral / active EE | $4,623 | $3,136+47.4% | $4,008+15.4% | $4,212+9.8% |
| Admin fee / account holder | $7,289 | $5,786+26.0% | $6,956+4.8% | $7,344-0.7% |