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 | $65,701 | $78,672-16.5% | $109,143-39.8% | $85,850-23.5% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | 16.73% | 25.09%-8.4pp | 25.75%-9.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,165 | $2,735-20.8% | $3,722-41.8% | $2,565-15.6% |
| Participant deferral / active EE | $3,681 | $3,467+6.2% | $4,653-20.9% | $3,952-6.9% |
| Admin fee / account holder | $691 | $5,469-87.4% | $6,752-89.8% | $6,260-89.0% |