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 | $77,489 | $74,927+3.4% | $101,794-23.9% | $84,808-8.6% |
| Participation rate | 78.3% | 61.4%+16.9pp | 69.2%+9.1pp | 68.3%+10.0pp |
| Annual return | 15.97% | 18.70%-2.7pp | 30.53%-14.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,383 | $1,522+122.3% | $2,289+47.8% | $2,631+28.6% |
| Participant deferral / active EE | $6,362 | $3,099+105.3% | $4,084+55.8% | $4,212+51.1% |
| Admin fee / account holder | $4,851 | $6,514-25.5% | $8,777-44.7% | $7,344-33.9% |