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 | $70,087 | $77,899-10.0% | $149,673-53.2% | $75,163-6.8% |
| Participation rate | 82.7% | 65.6%+17.1pp | 78.8%+3.9pp | 67.2%+15.5pp |
| Annual return | 21.80% | 31.72%-9.9pp | 134.42%-112.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,481 | $3,137+42.8% | $4,818-7.0% | $2,670+67.9% |
| Participant deferral / active EE | $3,637 | $3,411+6.6% | $5,680-36.0% | $4,125-11.8% |
| Admin fee / account holder | $2,667 | $5,956-55.2% | $13,210-79.8% | $5,651-52.8% |