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 | $76,649 | $72,492+5.7% | $87,100-12.0% | $72,985+5.0% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 16.97% | 24.46%-7.5pp | 28.19%-11.2pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,612 | $1,894-14.9% | $2,521-36.0% | $2,440-33.9% |
| Participant deferral / active EE | $4,338 | $3,270+32.7% | $4,049+7.2% | $3,607+20.3% |
| Admin fee / account holder | $942 | $5,055-81.4% | $7,497-87.4% | $5,124-81.6% |