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 | $75,280 | $84,556-11.0% | $116,228-35.2% | $74,304+1.3% |
| Participation rate | 73.0% | 66.0%+7.0pp | 74.6%-1.5pp | 60.3%+12.7pp |
| Annual return | 21.19% | 18.35%+2.8pp | 90.06%-68.9pp | 29.43%-8.2pp |
| Employer contribution / active EE | $2,426 | $2,168+11.9% | $2,994-19.0% | $2,241+8.2% |
| Participant deferral / active EE | $8,128 | $3,814+113.1% | $4,953+64.1% | $3,767+115.8% |
| Admin fee / account holder | $14,261 | $3,792+276.1% | $11,989+19.0% | $2,969+380.4% |