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 | $77,313 | $109,881-29.6% | $150,045-48.5% | $84,808-8.8% |
| Participation rate | 85.9% | 76.1%+9.9pp | 82.3%+3.6pp | 68.3%+17.6pp |
| Annual return | 17.86% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,599 | $3,561+1.1% | $4,693-23.3% | $2,631+36.8% |
| Participant deferral / active EE | $8,176 | $6,636+23.2% | $7,997+2.2% | $4,212+94.1% |
| Admin fee / account holder | $15,511 | $8,568+81.0% | $13,435+15.5% | $7,344+111.2% |