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 | $76,859 | $109,413-29.8% | $156,263-50.8% | $84,808-9.4% |
| Participation rate | 97.6% | 72.7%+24.9pp | 78.9%+18.7pp | 68.3%+29.2pp |
| Annual return | 17.62% | 20.18%-2.6pp | 59.47%-41.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,856 | $2,907-1.8% | $4,333-34.1% | $2,631+8.5% |
| Participant deferral / active EE | $6,279 | $4,590+36.8% | $6,158+2.0% | $4,212+49.1% |
| Admin fee / account holder | $2,442 | $9,357-73.9% | $14,255-82.9% | $7,344-66.8% |