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 | $68,483 | $77,503-11.6% | $100,391-31.8% | $80,856-15.3% |
| Participation rate | 80.4% | 76.9%+3.4pp | 81.5%-1.1pp | 67.6%+12.7pp |
| Annual return | 29.16% | 37.20%-8.0pp | 49.20%-20.0pp | 35.59%-6.4pp |
| Employer contribution / active EE | $4,077 | $2,801+45.6% | $3,942+3.4% | $2,755+48.0% |
| Participant deferral / active EE | $9,086 | $6,820+33.2% | $8,082+12.4% | $4,296+111.5% |
| Admin fee / account holder | $951 | $5,897-83.9% | $7,899-88.0% | $6,918-86.3% |