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 | $70,310 | $80,968-13.2% | $96,544-27.2% | $75,163-6.5% |
| Participation rate | 86.5% | 71.8%+14.7pp | 76.0%+10.5pp | 67.2%+19.3pp |
| Annual return | 22.99% | 27.06%-4.1pp | 25.84%-2.9pp | 160.62%-137.6pp |
| Employer contribution / active EE | $2,329 | $2,282+2.1% | $2,965-21.4% | $2,670-12.8% |
| Participant deferral / active EE | $5,716 | $3,928+45.5% | $4,851+17.8% | $4,125+38.6% |
| Admin fee / account holder | $5,236 | $6,724-22.1% | $8,252-36.6% | $5,651-7.3% |