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 | $79,383 | $95,803-17.1% | $113,168-29.9% | $84,808-6.4% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 68.3%+22.6pp |
| Annual return | 14.89% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,983 | $2,360+111.2% | $2,975+67.5% | $2,631+89.4% |
| Participant deferral / active EE | $6,121 | $4,242+44.3% | $5,107+19.9% | $4,212+45.3% |
| Admin fee / account holder | $3,681 | $8,989-59.0% | $12,068-69.5% | $7,344-49.9% |