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 | $75,369 | $67,411+11.8% | $91,001-17.2% | $70,131+7.5% |
| Participation rate | 91.7% | 71.4%+20.3pp | 75.6%+16.1pp | 69.5%+22.1pp |
| Annual return | 22.72% | -40.16%+62.9pp | 4.60%+18.1pp | 73.14%-50.4pp |
| Employer contribution / active EE | $1,772 | $1,786-0.8% | $2,456-27.8% | $2,342-24.3% |
| Participant deferral / active EE | $3,821 | $2,823+35.4% | $3,547+7.7% | $3,332+14.7% |
| Admin fee / account holder | $7,150 | $4,236+68.8% | $5,417+32.0% | $4,645+53.9% |