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 | $78,713 | $91,552-14.0% | $133,956-41.2% | $79,858-1.4% |
| Participation rate | 95.5% | 73.3%+22.2pp | 79.8%+15.7pp | 69.6%+25.9pp |
| Annual return | 15.84% | 61.85%-46.0pp | 45.09%-29.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,851 | $2,384+19.6% | $3,919-27.2% | $2,471+15.4% |
| Participant deferral / active EE | $3,173 | $3,733-15.0% | $5,048-37.1% | $3,740-15.2% |
| Admin fee / account holder | $3,962 | $6,321-37.3% | $8,927-55.6% | $5,306-25.3% |