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 | $76,272 | $54,705+39.4% | $71,209+7.1% | $84,808-10.1% |
| Participation rate | 89.7% | 64.1%+25.7pp | 73.8%+16.0pp | 68.3%+21.4pp |
| Annual return | 14.77% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,601 | $2,158+20.5% | $2,721-4.4% | $2,631-1.1% |
| Participant deferral / active EE | $5,902 | $3,030+94.8% | $4,175+41.4% | $4,212+40.1% |
| Admin fee / account holder | $3,160 | $4,863-35.0% | $5,349-40.9% | $7,344-57.0% |