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 | $71,765 | $109,881-34.7% | $150,045-52.2% | $84,808-15.4% |
| Participation rate | 78.3% | 76.1%+2.2pp | 82.3%-4.1pp | 68.3%+9.9pp |
| Annual return | 20.04% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,167 | $3,561+17.0% | $4,693-11.2% | $2,631+58.4% |
| Participant deferral / active EE | $8,960 | $6,636+35.0% | $7,997+12.0% | $4,212+112.7% |
| Admin fee / account holder | $7,396 | $8,568-13.7% | $13,435-45.0% | $7,344+0.7% |