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 | $67,015 | $81,460-17.7% | $103,333-35.1% | $80,856-17.1% |
| Participation rate | 82.1% | 66.8%+15.3pp | 74.5%+7.6pp | 67.6%+14.5pp |
| Annual return | 19.74% | 25.55%-5.8pp | 24.88%-5.1pp | 35.59%-15.9pp |
| Employer contribution / active EE | $6,009 | $3,105+93.5% | $3,868+55.4% | $2,755+118.1% |
| Participant deferral / active EE | $6,798 | $3,869+75.7% | $5,057+34.4% | $4,296+58.2% |
| Admin fee / account holder | $8,221 | $6,566+25.2% | $8,355-1.6% | $6,918+18.8% |