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 | $74,756 | $74,927-0.2% | $101,794-26.6% | $84,808-11.9% |
| Participation rate | 76.6% | 61.4%+15.2pp | 69.2%+7.4pp | 68.3%+8.3pp |
| Annual return | 17.45% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,683 | $1,522+76.3% | $2,289+17.2% | $2,631+2.0% |
| Participant deferral / active EE | $6,400 | $3,099+106.5% | $4,084+56.7% | $4,212+52.0% |
| Admin fee / account holder | $6,179 | $6,514-5.1% | $8,777-29.6% | $7,344-15.9% |