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 | $70,891 | $80,673-12.1% | $101,326-30.0% | $84,808-16.4% |
| Participation rate | 84.4% | 77.8%+6.6pp | 81.5%+2.9pp | 68.3%+16.1pp |
| Annual return | 24.17% | 38.95%-14.8pp | 36.82%-12.7pp | 40.90%-16.7pp |
| Employer contribution / active EE | $4,184 | $2,698+55.1% | $3,665+14.1% | $2,631+59.0% |
| Participant deferral / active EE | $8,633 | $6,840+26.2% | $7,994+8.0% | $4,212+105.0% |
| Admin fee / account holder | $994 | $12,784-92.2% | $11,185-91.1% | $7,344-86.5% |