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 | $77,423 | $80,717-4.1% | $154,803-50.0% | $84,808-8.7% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 20.42% | 37.96%-17.5pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $7,861 | $2,761+184.7% | $4,305+82.6% | $2,631+198.8% |
| Participant deferral / active EE | $5,254 | $3,303+59.1% | $5,540-5.2% | $4,212+24.8% |
| Admin fee / account holder | $1,994 | $6,746-70.4% | $14,329-86.1% | $7,344-72.8% |