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 | $74,319 | $89,753-17.2% | $107,525-30.9% | $84,808-12.4% |
| Participation rate | 88.5% | 68.1%+20.4pp | 75.1%+13.4pp | 68.3%+20.2pp |
| Annual return | 13.35% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,208 | $3,113-29.1% | $3,754-41.2% | $2,631-16.1% |
| Participant deferral / active EE | $3,842 | $4,056-5.3% | $5,116-24.9% | $4,212-8.8% |
| Admin fee / account holder | $2,742 | $7,222-62.0% | $8,919-69.3% | $7,344-62.7% |