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 | $70,197 | $74,927-6.3% | $101,794-31.0% | $84,808-17.2% |
| Participation rate | 89.7% | 61.4%+28.3pp | 69.2%+20.5pp | 68.3%+21.4pp |
| Annual return | 12.83% | 18.70%-5.9pp | 30.53%-17.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,304 | $1,522-14.3% | $2,289-43.0% | $2,631-50.4% |
| Participant deferral / active EE | $4,125 | $3,099+33.1% | $4,084+1.0% | $4,212-2.1% |
| Admin fee / account holder | $7,757 | $6,514+19.1% | $8,777-11.6% | $7,344+5.6% |