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 | $72,351 | $80,717-10.4% | $154,803-53.3% | $84,808-14.7% |
| Participation rate | 96.1% | 66.8%+29.3pp | 78.1%+18.0pp | 68.3%+27.8pp |
| Annual return | 14.79% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,354 | $2,761-14.8% | $4,305-45.3% | $2,631-10.5% |
| Participant deferral / active EE | $5,399 | $3,303+63.5% | $5,540-2.6% | $4,212+28.2% |
| Admin fee / account holder | $5,748 | $6,746-14.8% | $14,329-59.9% | $7,344-21.7% |