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 | $78,463 | $81,460-3.7% | $103,333-24.1% | $80,856-3.0% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 13.01% | 25.55%-12.5pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,281 | $3,105+5.7% | $3,868-15.2% | $2,755+19.1% |
| Participant deferral / active EE | $5,614 | $3,869+45.1% | $5,057+11.0% | $4,296+30.7% |
| Admin fee / account holder | $1,784 | $6,566-72.8% | $8,355-78.6% | $6,918-74.2% |