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 | $77,351 | $49,915+55.0% | $154,803-50.0% | $74,304+4.1% |
| Participation rate | 77.6% | 54.0%+23.6pp | 78.1%-0.5pp | 60.3%+17.2pp |
| Annual return | 15.07% | 34.06%-19.0pp | 58.88%-43.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $4,884 | $1,611+203.1% | $4,305+13.4% | $2,241+117.9% |
| Participant deferral / active EE | $3,726 | $2,255+65.3% | $5,540-32.7% | $3,767-1.1% |
| Admin fee / account holder | $6,955 | $2,189+217.7% | $14,329-51.5% | $2,969+134.3% |