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 | $74,171 | $123,793-40.1% | $177,821-58.3% | $79,858-7.1% |
| Participation rate | 92.5% | 84.7%+7.8pp | 87.7%+4.8pp | 69.6%+22.9pp |
| Annual return | 11.49% | 22.82%-11.3pp | 48.32%-36.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,110 | $4,095-24.1% | $5,918-47.4% | $2,471+25.9% |
| Participant deferral / active EE | $10,308 | $5,956+73.1% | $7,714+33.6% | $3,740+175.6% |
| Admin fee / account holder | $21,546 | $7,243+197.5% | $12,427+73.4% | $5,306+306.0% |