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 | $72,651 | $81,248-10.6% | $155,509-53.3% | $80,856-10.1% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 15.11% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,265 | $3,100-26.9% | $4,672-51.5% | $2,755-17.8% |
| Participant deferral / active EE | $4,072 | $3,452+18.0% | $5,626-27.6% | $4,296-5.2% |
| Admin fee / account holder | $444 | $7,997-94.5% | $15,912-97.2% | $6,918-93.6% |