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 | $71,368 | $72,277-1.3% | $101,248-29.5% | $79,858-10.6% |
| Participation rate | 82.1% | 68.5%+13.7pp | 75.8%+6.3pp | 69.6%+12.5pp |
| Annual return | 23.55% | 22.30%+1.3pp | 46.47%-22.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,059 | $2,692-60.7% | $3,660-71.1% | $2,471-57.1% |
| Participant deferral / active EE | $2,808 | $3,282-14.4% | $4,370-35.8% | $3,740-24.9% |
| Admin fee / account holder | $630 | $4,400-85.7% | $5,945-89.4% | $5,306-88.1% |