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 | $70,835 | $89,355-20.7% | $141,162-49.8% | $72,985-2.9% |
| Participation rate | 90.5% | 75.1%+15.4pp | 82.5%+8.0pp | 69.5%+21.0pp |
| Annual return | 24.60% | 111.85%-87.3pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,358 | $3,114+7.8% | $4,735-29.1% | $2,440+37.6% |
| Participant deferral / active EE | $7,277 | $5,418+34.3% | $6,709+8.5% | $3,607+101.7% |
| Admin fee / account holder | $1,572 | $5,958-73.6% | $10,261-84.7% | $5,124-69.3% |