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 | $73,287 | $109,359-33.0% | $162,163-54.8% | $72,985+0.4% |
| Participation rate | 90.3% | 84.3%+6.1pp | 87.6%+2.8pp | 69.5%+20.8pp |
| Annual return | 28.96% | 25.46%+3.5pp | 115.59%-86.6pp | 81.00%-52.0pp |
| Employer contribution / active EE | $7,699 | $3,907+97.0% | $5,614+37.1% | $2,440+215.5% |
| Participant deferral / active EE | $9,717 | $5,481+77.3% | $7,298+33.1% | $3,607+169.4% |
| Admin fee / account holder | $8,476 | $7,972+6.3% | $10,843-21.8% | $5,124+65.4% |