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 | $71,418 | $81,460-12.3% | $103,333-30.9% | $80,856-11.7% |
| Participation rate | 76.6% | 66.8%+9.8pp | 74.5%+2.1pp | 67.6%+9.0pp |
| Annual return | 23.41% | 25.55%-2.1pp | 24.88%-1.5pp | 35.59%-12.2pp |
| Employer contribution / active EE | $10,957 | $3,105+252.9% | $3,868+183.3% | $2,755+297.7% |
| Participant deferral / active EE | $5,768 | $3,869+49.1% | $5,057+14.0% | $4,296+34.3% |
| Admin fee / account holder | $2,758 | $6,566-58.0% | $8,355-67.0% | $6,918-60.1% |