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 | $73,712 | $73,933-0.3% | $96,683-23.8% | $75,163-1.9% |
| Participation rate | 83.9% | 66.4%+17.5pp | 74.3%+9.6pp | 67.2%+16.7pp |
| Annual return | 19.59% | 26.70%-7.1pp | 35.69%-16.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $4,170 | $2,928+42.4% | $3,737+11.6% | $2,670+56.2% |
| Participant deferral / active EE | $5,687 | $3,659+55.4% | $4,878+16.6% | $4,125+37.9% |
| Admin fee / account holder | $4,972 | $5,216-4.7% | $6,730-26.1% | $5,651-12.0% |