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 | $74,729 | $80,717-7.4% | $154,803-51.7% | $84,808-11.9% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 19.47% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,027 | $2,761+9.6% | $4,305-29.7% | $2,631+15.0% |
| Participant deferral / active EE | $6,490 | $3,303+96.5% | $5,540+17.1% | $4,212+54.1% |
| Admin fee / account holder | $4,429 | $6,746-34.4% | $14,329-69.1% | $7,344-39.7% |