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 | $77,154 | $78,422-1.6% | $95,952-19.6% | $79,858-3.4% |
| Participation rate | 84.4% | 73.5%+10.9pp | 77.1%+7.3pp | 69.6%+14.7pp |
| Annual return | 14.18% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,569 | $1,945+32.1% | $2,541+1.1% | $2,471+4.0% |
| Participant deferral / active EE | $5,099 | $3,440+48.2% | $4,167+22.4% | $3,740+36.3% |
| Admin fee / account holder | $3,009 | $5,622-46.5% | $6,795-55.7% | $5,306-43.3% |