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 | $69,785 | $81,460-14.3% | $103,333-32.5% | $80,856-13.7% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 17.16% | 25.55%-8.4pp | 24.88%-7.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,906 | $3,105-6.4% | $3,868-24.9% | $2,755+5.5% |
| Participant deferral / active EE | $2,658 | $3,869-31.3% | $5,057-47.4% | $4,296-38.1% |
| Admin fee / account holder | $1,029 | $6,566-84.3% | $8,355-87.7% | $6,918-85.1% |