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 | $71,137 | $80,717-11.9% | $154,803-54.0% | $84,808-16.1% |
| Participation rate | 80.6% | 66.8%+13.8pp | 78.1%+2.6pp | 68.3%+12.3pp |
| Annual return | 26.05% | 37.96%-11.9pp | 58.88%-32.8pp | 40.90%-14.8pp |
| Employer contribution / active EE | $2,068 | $2,761-25.1% | $4,305-52.0% | $2,631-21.4% |
| Participant deferral / active EE | $2,113 | $3,303-36.0% | $5,540-61.9% | $4,212-49.8% |
| Admin fee / account holder | $2,469 | $6,746-63.4% | $14,329-82.8% | $7,344-66.4% |