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 | $82,478 | $74,927+10.1% | $101,794-19.0% | $84,808-2.7% |
| Participation rate | 81.2% | 61.4%+19.8pp | 69.2%+12.0pp | 68.3%+12.8pp |
| Annual return | 14.28% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,618 | $1,522+72.1% | $2,289+14.4% | $2,631-0.5% |
| Participant deferral / active EE | $4,498 | $3,099+45.1% | $4,084+10.1% | $4,212+6.8% |
| Admin fee / account holder | $2,499 | $6,514-61.6% | $8,777-71.5% | $7,344-66.0% |