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 | $72,254 | $77,503-6.8% | $100,391-28.0% | $80,856-10.6% |
| Participation rate | 89.9% | 76.9%+12.9pp | 81.5%+8.4pp | 67.6%+22.2pp |
| Annual return | 20.82% | 37.20%-16.4pp | 49.20%-28.4pp | 35.59%-14.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,659 | $6,820+12.3% | $8,082-5.2% | $4,296+78.3% |
| Admin fee / account holder | $4,686 | $5,897-20.5% | $7,899-40.7% | $6,918-32.3% |