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 | $78,515 | $81,460-3.6% | $103,333-24.0% | $80,856-2.9% |
| Participation rate | 85.1% | 66.8%+18.2pp | 74.5%+10.6pp | 67.6%+17.4pp |
| Annual return | 15.12% | 25.55%-10.4pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,816 | $3,105-41.5% | $3,868-53.0% | $2,755-34.1% |
| Participant deferral / active EE | $4,842 | $3,869+25.2% | $5,057-4.3% | $4,296+12.7% |
| Admin fee / account holder | $6,242 | $6,566-4.9% | $8,355-25.3% | $6,918-9.8% |