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 | $76,834 | $109,881-30.1% | $150,045-48.8% | $84,808-9.4% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 16.47% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,734 | $3,561+4.8% | $4,693-20.4% | $2,631+41.9% |
| Participant deferral / active EE | $6,629 | $6,636-0.1% | $7,997-17.1% | $4,212+57.4% |
| Admin fee / account holder | $10,728 | $8,568+25.2% | $13,435-20.1% | $7,344+46.1% |