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 | $67,173 | $74,888-10.3% | $71,209-5.7% | $142,382-52.8% |
| Participation rate | 86.4% | 76.2%+10.1pp | 73.8%+12.6pp | 80.1%+6.2pp |
| Annual return | 16.38% | 345.14%-328.8pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,768 | $2,854-3.0% | $2,721+1.7% | $4,299-35.6% |
| Participant deferral / active EE | $2,562 | $4,454-42.5% | $4,175-38.6% | $6,507-60.6% |
| Admin fee / account holder | $784 | $5,568-85.9% | $5,349-85.3% | $12,624-93.8% |