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 | $71,023 | $80,968-12.3% | $96,544-26.4% | $75,163-5.5% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 14.12% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,905 | $2,282-16.5% | $2,965-35.8% | $2,670-28.7% |
| Participant deferral / active EE | $2,726 | $3,928-30.6% | $4,851-43.8% | $4,125-33.9% |
| Admin fee / account holder | $8,018 | $6,724+19.2% | $8,252-2.8% | $5,651+41.9% |