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 | $67,041 | $72,277-7.2% | $101,248-33.8% | $79,858-16.0% |
| Participation rate | 92.5% | 68.5%+24.0pp | 75.8%+16.7pp | 69.6%+22.9pp |
| Annual return | 26.85% | 22.30%+4.5pp | 46.47%-19.6pp | 31.71%-4.9pp |
| Employer contribution / active EE | $3,562 | $2,692+32.3% | $3,660-2.7% | $2,471+44.1% |
| Participant deferral / active EE | $7,444 | $3,282+126.8% | $4,370+70.3% | $3,740+99.0% |
| Admin fee / account holder | $3,992 | $4,400-9.3% | $5,945-32.9% | $5,306-24.8% |