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 | $77,221 | $72,277+6.8% | $101,248-23.7% | $79,858-3.3% |
| Participation rate | 82.8% | 68.5%+14.3pp | 75.8%+7.0pp | 69.6%+13.1pp |
| Annual return | 15.67% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $4,956 | $2,692+84.1% | $3,660+35.4% | $2,471+100.6% |
| Participant deferral / active EE | $3,354 | $3,282+2.2% | $4,370-23.3% | $3,740-10.3% |
| Admin fee / account holder | $338 | $4,400-92.3% | $5,945-94.3% | $5,306-93.6% |