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 | $77,696 | $80,717-3.7% | $154,803-49.8% | $84,808-8.4% |
| Participation rate | 86.6% | 66.8%+19.8pp | 78.1%+8.5pp | 68.3%+18.3pp |
| Annual return | 21.55% | 37.96%-16.4pp | 58.88%-37.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,334 | $2,761-15.5% | $4,305-45.8% | $2,631-11.3% |
| Participant deferral / active EE | $7,100 | $3,303+114.9% | $5,540+28.1% | $4,212+68.6% |
| Admin fee / account holder | $3,601 | $6,746-46.6% | $14,329-74.9% | $7,344-51.0% |