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 | $69,688 | $86,891-19.8% | $142,449-51.1% | $75,163-7.3% |
| Participation rate | 84.1% | 68.5%+15.6pp | 76.8%+7.3pp | 67.2%+16.9pp |
| Annual return | 19.77% | 23.31%-3.5pp | 19.99%-0.2pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,346 | $3,355-30.1% | $4,847-51.6% | $2,670-12.1% |
| Participant deferral / active EE | $3,184 | $4,938-35.5% | $6,283-49.3% | $4,125-22.8% |
| Admin fee / account holder | $2,791 | $7,299-61.8% | $10,011-72.1% | $5,651-50.6% |