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 | $78,497 | $86,891-9.7% | $142,449-44.9% | $75,163+4.4% |
| Participation rate | 87.7% | 68.5%+19.2pp | 76.8%+10.9pp | 67.2%+20.5pp |
| Annual return | 16.21% | 23.31%-7.1pp | 19.99%-3.8pp | 160.62%-144.4pp |
| Employer contribution / active EE | $3,364 | $3,355+0.3% | $4,847-30.6% | $2,670+26.0% |
| Participant deferral / active EE | $5,700 | $4,938+15.4% | $6,283-9.3% | $4,125+38.2% |
| Admin fee / account holder | $999 | $7,299-86.3% | $10,011-90.0% | $5,651-82.3% |