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 | $78,009 | $86,286-9.6% | $111,297-29.9% | $85,850-9.1% |
| Participation rate | 73.5% | 73.3%+0.2pp | 77.3%-3.8pp | 69.3%+4.2pp |
| Annual return | 14.18% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,837 | $2,043+38.8% | $2,731+3.9% | $2,565+10.6% |
| Participant deferral / active EE | $6,216 | $3,641+70.7% | $4,487+38.5% | $3,952+57.3% |
| Admin fee / account holder | $852 | $8,188-89.6% | $7,964-89.3% | $6,260-86.4% |