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 | $81,031 | $55,371+46.3% | $95,585-15.2% | $74,304+9.1% |
| Participation rate | 77.0% | 53.8%+23.2pp | 72.1%+4.9pp | 60.3%+16.6pp |
| Annual return | 15.08% | 24.26%-9.2pp | 38.56%-23.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,546 | $1,437+77.2% | $2,527+0.8% | $2,241+13.6% |
| Participant deferral / active EE | $5,058 | $2,955+71.2% | $4,023+25.7% | $3,767+34.3% |
| Admin fee / account holder | $2,244 | $2,620-14.4% | $6,127-63.4% | $2,969-24.4% |