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 | $77,005 | $95,803-19.6% | $113,168-32.0% | $84,808-9.2% |
| Participation rate | 84.2% | 72.9%+11.3pp | 76.6%+7.6pp | 68.3%+15.9pp |
| Annual return | 15.17% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,834 | $2,360+104.8% | $2,975+62.5% | $2,631+83.7% |
| Participant deferral / active EE | $4,059 | $4,242-4.3% | $5,107-20.5% | $4,212-3.6% |
| Admin fee / account holder | $8,679 | $8,989-3.4% | $12,068-28.1% | $7,344+18.2% |