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 | $74,244 | $80,968-8.3% | $96,544-23.1% | $75,163-1.2% |
| Participation rate | 89.8% | 71.8%+18.1pp | 76.0%+13.9pp | 67.2%+22.6pp |
| Annual return | 18.12% | 27.06%-8.9pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,258 | $2,282-1.0% | $2,965-23.8% | $2,670-15.4% |
| Participant deferral / active EE | $4,199 | $3,928+6.9% | $4,851-13.4% | $4,125+1.8% |
| Admin fee / account holder | $9,600 | $6,724+42.8% | $8,252+16.3% | $5,651+69.9% |