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 | $78,885 | $80,717-2.3% | $154,803-49.0% | $84,808-7.0% |
| Participation rate | 81.8% | 66.8%+15.0pp | 78.1%+3.7pp | 68.3%+13.5pp |
| Annual return | 20.01% | 37.96%-17.9pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,651 | $2,761-40.2% | $4,305-61.7% | $2,631-37.3% |
| Participant deferral / active EE | $4,582 | $3,303+38.7% | $5,540-17.3% | $4,212+8.8% |
| Admin fee / account holder | $8,705 | $6,746+29.0% | $14,329-39.3% | $7,344+18.5% |