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 | $71,634 | $64,480+11.1% | $81,382-12.0% | $80,856-11.4% |
| Participation rate | 93.8% | 63.9%+29.9pp | 69.5%+24.3pp | 67.6%+26.1pp |
| Annual return | 13.00% | 16.34%-3.3pp | 24.73%-11.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $487 | $1,978-75.4% | $2,463-80.2% | $2,755-82.3% |
| Participant deferral / active EE | $4,817 | $3,094+55.7% | $3,883+24.0% | $4,296+12.1% |
| Admin fee / account holder | $3,532 | $5,671-37.7% | $5,768-38.8% | $6,918-48.9% |