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 | $72,221 | $74,927-3.6% | $101,794-29.1% | $84,808-14.8% |
| Participation rate | 73.3% | 61.4%+11.9pp | 69.2%+4.1pp | 68.3%+5.0pp |
| Annual return | 18.91% | 18.70%+0.2pp | 30.53%-11.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,554 | $1,522+2.1% | $2,289-32.1% | $2,631-40.9% |
| Participant deferral / active EE | $4,726 | $3,099+52.5% | $4,084+15.7% | $4,212+12.2% |
| Admin fee / account holder | $8,901 | $6,514+36.6% | $8,777+1.4% | $7,344+21.2% |