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 | $76,045 | $109,881-30.8% | $150,045-49.3% | $84,808-10.3% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 17.59% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,489 | $3,561+54.1% | $4,693+17.0% | $2,631+108.6% |
| Participant deferral / active EE | $8,843 | $6,636+33.3% | $7,997+10.6% | $4,212+110.0% |
| Admin fee / account holder | $14,386 | $8,568+67.9% | $13,435+7.1% | $7,344+95.9% |