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 | $76,088 | $215,361-64.7% | $171,082-55.5% | $273,961-72.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 5.23% | 25.14%-19.9pp | 32.56%-27.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,276 | $4,967-34.0% | $4,002-18.1% | $4,869-32.7% |
| Participant deferral / active EE | $16,164 | $5,543+191.6% | $4,797+236.9% | $5,287+205.7% |
| Admin fee / account holder | $14,387 | $10,846+32.6% | $8,520+68.9% | $10,132+42.0% |