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 | $72,801 | $96,484-24.5% | $156,263-53.4% | $74,304-2.0% |
| Participation rate | 71.6% | 67.7%+3.9pp | 78.9%-7.3pp | 60.3%+11.2pp |
| Annual return | 16.46% | 17.73%-1.3pp | 59.47%-43.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,513 | $2,528-40.2% | $4,333-65.1% | $2,241-32.5% |
| Participant deferral / active EE | $3,998 | $4,286-6.7% | $6,158-35.1% | $3,767+6.1% |
| Admin fee / account holder | $8,317 | $3,728+123.1% | $14,255-41.7% | $2,969+180.1% |