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 | $70,122 | $74,927-6.4% | $101,794-31.1% | $84,808-17.3% |
| Participation rate | 94.9% | 61.4%+33.5pp | 69.2%+25.7pp | 68.3%+26.6pp |
| Annual return | 13.45% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,846 | $1,522+152.7% | $2,289+68.0% | $2,631+46.2% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,654 | $6,514-28.6% | $8,777-47.0% | $7,344-36.6% |