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 | $70,135 | $83,477-16.0% | $125,175-44.0% | $72,985-3.9% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.0pp | 69.5%+17.3pp |
| Annual return | 20.56% | 25.78%-5.2pp | 43.79%-23.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,194 | $2,345-6.5% | $3,865-43.3% | $2,440-10.1% |
| Participant deferral / active EE | $3,154 | $3,585-12.0% | $4,937-36.1% | $3,607-12.6% |
| Admin fee / account holder | $2,852 | $5,517-48.3% | $9,702-70.6% | $5,124-44.3% |