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 | $76,200 | $76,367-0.2% | $93,606-18.6% | $72,985+4.4% |
| Participation rate | 92.6% | 71.7%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 21.91% | 25.82%-3.9pp | 32.76%-10.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,548 | $2,275+12.0% | $2,718-6.2% | $2,440+4.4% |
| Participant deferral / active EE | $4,416 | $3,538+24.8% | $4,069+8.5% | $3,607+22.4% |
| Admin fee / account holder | $2,308 | $6,838-66.2% | $7,888-70.7% | $5,124-55.0% |