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 | $69,144 | $78,422-11.8% | $95,952-27.9% | $79,858-13.4% |
| Participation rate | 85.2% | 73.5%+11.7pp | 77.1%+8.1pp | 69.6%+15.6pp |
| Annual return | 12.34% | 19.37%-7.0pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,463 | $1,945+26.6% | $2,541-3.1% | $2,471-0.3% |
| Participant deferral / active EE | $4,189 | $3,440+21.8% | $4,167+0.5% | $3,740+12.0% |
| Admin fee / account holder | $10,177 | $5,622+81.0% | $6,795+49.8% | $5,306+91.8% |