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 | $80,299 | $95,803-16.2% | $113,168-29.0% | $84,808-5.3% |
| Participation rate | 74.2% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.9pp |
| Annual return | 20.03% | 25.00%-5.0pp | 24.27%-4.2pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,479 | $2,360-37.3% | $2,975-50.3% | $2,631-43.8% |
| Participant deferral / active EE | $2,986 | $4,242-29.6% | $5,107-41.5% | $4,212-29.1% |
| Admin fee / account holder | $3,785 | $8,989-57.9% | $12,068-68.6% | $7,344-48.5% |