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 | $78,842 | $93,170-15.4% | $100,534-21.6% | $84,808-7.0% |
| Participation rate | 93.9% | 75.8%+18.1pp | 80.6%+13.3pp | 68.3%+25.6pp |
| Annual return | 16.48% | 47.13%-30.7pp | 32.66%-16.2pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,979 | $3,985-0.1% | $4,346-8.4% | $2,631+51.2% |
| Participant deferral / active EE | $4,423 | $5,699-22.4% | $6,144-28.0% | $4,212+5.0% |
| Admin fee / account holder | $4,535 | $7,382-38.6% | $7,654-40.8% | $7,344-38.3% |