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 | $70,835 | $86,929-18.5% | $102,423-30.8% | $80,856-12.4% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 17.45% | 18.88%-1.4pp | 29.32%-11.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $3,605 | $2,369+52.2% | $3,023+19.2% | $2,755+30.9% |
| Participant deferral / active EE | $6,391 | $4,118+55.2% | $5,053+26.5% | $4,296+48.8% |
| Admin fee / account holder | $830 | $8,049-89.7% | $9,451-91.2% | $6,918-88.0% |