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 | $76,008 | $109,413-30.5% | $156,263-51.4% | $84,808-10.4% |
| Participation rate | 83.8% | 72.7%+11.1pp | 78.9%+4.9pp | 68.3%+15.5pp |
| Annual return | 20.35% | 20.18%+0.2pp | 59.47%-39.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,405 | $2,907-17.3% | $4,333-44.5% | $2,631-8.6% |
| Participant deferral / active EE | $5,371 | $4,590+17.0% | $6,158-12.8% | $4,212+27.5% |
| Admin fee / account holder | $6,563 | $9,357-29.9% | $14,255-54.0% | $7,344-10.6% |