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 | $74,735 | $87,013-14.1% | $106,213-29.6% | $80,856-7.6% |
| Participation rate | 88.6% | 70.4%+18.2pp | 75.3%+13.4pp | 67.6%+21.0pp |
| Annual return | 16.78% | 17.05%-0.3pp | 116.14%-99.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,056 | $2,395+27.6% | $3,171-3.6% | $2,755+10.9% |
| Participant deferral / active EE | $6,818 | $3,986+71.1% | $5,016+35.9% | $4,296+58.7% |
| Admin fee / account holder | $2,763 | $8,431-67.2% | $11,033-75.0% | $6,918-60.1% |