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 | $64,227 | $86,929-26.1% | $102,423-37.3% | $80,856-20.6% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.1pp |
| Annual return | 21.72% | 18.88%+2.8pp | 29.32%-7.6pp | 35.59%-13.9pp |
| Employer contribution / active EE | $2,921 | $2,369+23.3% | $3,023-3.4% | $2,755+6.0% |
| Participant deferral / active EE | $3,372 | $4,118-18.1% | $5,053-33.3% | $4,296-21.5% |
| Admin fee / account holder | $3,845 | $8,049-52.2% | $9,451-59.3% | $6,918-44.4% |