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 | $79,115 | $95,266-17.0% | $82,389-4.0% | $142,382-44.4% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.5%+24.6pp | 80.1%+14.0pp |
| Annual return | 14.75% | 25.74%-11.0pp | 28.67%-13.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,715 | $2,991-9.2% | $2,517+7.9% | $4,299-36.8% |
| Participant deferral / active EE | $4,662 | $4,809-3.1% | $4,155+12.2% | $6,507-28.4% |
| Admin fee / account holder | $4,069 | $8,563-52.5% | $7,231-43.7% | $12,624-67.8% |