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 | $75,562 | $80,717-6.4% | $154,803-51.2% | $84,808-10.9% |
| Participation rate | 94.7% | 66.8%+27.9pp | 78.1%+16.7pp | 68.3%+26.4pp |
| Annual return | 15.59% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,659 | $2,761+104.9% | $4,305+31.4% | $2,631+115.1% |
| Participant deferral / active EE | $5,243 | $3,303+58.7% | $5,540-5.4% | $4,212+24.5% |
| Admin fee / account holder | $6,645 | $6,746-1.5% | $14,329-53.6% | $7,344-9.5% |