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 | $78,327 | $80,717-3.0% | $154,803-49.4% | $84,808-7.6% |
| Participation rate | 70.4% | 66.8%+3.6pp | 78.1%-7.7pp | 68.3%+2.1pp |
| Annual return | 16.91% | 37.96%-21.0pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,974 | $2,761+7.7% | $4,305-30.9% | $2,631+13.0% |
| Participant deferral / active EE | $5,510 | $3,303+66.8% | $5,540-0.5% | $4,212+30.8% |
| Admin fee / account holder | $51,765 | $6,746+667.4% | $14,329+261.3% | $7,344+604.9% |