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 | $76,044 | $72,277+5.2% | $101,248-24.9% | $79,858-4.8% |
| Participation rate | 90.6% | 68.5%+22.2pp | 75.8%+14.8pp | 69.6%+21.0pp |
| Annual return | 19.20% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $825 | $2,692-69.4% | $3,660-77.5% | $2,471-66.6% |
| Participant deferral / active EE | $4,322 | $3,282+31.7% | $4,370-1.1% | $3,740+15.6% |
| Admin fee / account holder | $821 | $4,400-81.3% | $5,945-86.2% | $5,306-84.5% |