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 | $84,424 | $67,606+24.9% | $82,313+2.6% | $70,131+20.4% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.1pp |
| Annual return | 14.51% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,017 | $2,987+1.0% | $3,706-18.6% | $3,332-9.5% |
| Admin fee / account holder | $1,824 | $4,512-59.6% | $5,608-67.5% | $4,645-60.7% |