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 | $74,326 | $77,503-4.1% | $100,391-26.0% | $80,856-8.1% |
| Participation rate | 92.6% | 76.9%+15.7pp | 81.5%+11.2pp | 67.6%+25.0pp |
| Annual return | 13.59% | 37.20%-23.6pp | 49.20%-35.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,215 | $2,801+50.5% | $3,942+6.9% | $2,755+53.0% |
| Participant deferral / active EE | $4,614 | $6,820-32.3% | $8,082-42.9% | $4,296+7.4% |
| Admin fee / account holder | $13,410 | $5,897+127.4% | $7,899+69.8% | $6,918+93.8% |