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 | $76,442 | $87,870-13.0% | $113,168-32.5% | $74,304+2.9% |
| Participation rate | 87.9% | 70.7%+17.2pp | 76.6%+11.4pp | 60.3%+27.6pp |
| Annual return | 15.00% | 26.44%-11.4pp | 24.27%-9.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,982 | $2,277-13.0% | $2,975-33.4% | $2,241-11.6% |
| Participant deferral / active EE | $4,764 | $4,241+12.3% | $5,107-6.7% | $3,767+26.5% |
| Admin fee / account holder | $6,182 | $3,368+83.6% | $12,068-48.8% | $2,969+108.2% |