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 | $70,924 | $93,571-24.2% | $135,903-47.8% | $75,163-5.6% |
| Participation rate | 75.9% | 75.2%+0.8pp | 81.9%-6.0pp | 67.2%+8.8pp |
| Annual return | 18.91% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,268 | $3,537-7.6% | $4,856-32.7% | $2,670+22.4% |
| Participant deferral / active EE | $6,488 | $6,404+1.3% | $7,758-16.4% | $4,125+57.3% |
| Admin fee / account holder | $9,581 | $6,975+37.4% | $10,762-11.0% | $5,651+69.5% |