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 9-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 | $78,933 | $81,460-3.1% | $103,333-23.6% | $80,856-2.4% |
| Participation rate | 92.7% | 66.8%+25.9pp | 74.5%+18.2pp | 67.6%+25.1pp |
| Annual return | 13.80% | 25.55%-11.7pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,007 | $3,105-3.2% | $3,868-22.3% | $2,755+9.1% |
| Participant deferral / active EE | $9,991 | $3,869+158.3% | $5,057+97.5% | $4,296+132.6% |
| Admin fee / account holder | $6,255 | $6,566-4.7% | $8,355-25.1% | $6,918-9.6% |