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 | $67,606 | $80,673-16.2% | $101,326-33.3% | $84,808-20.3% |
| Participation rate | 70.6% | 77.8%-7.2pp | 81.5%-10.9pp | 68.3%+2.3pp |
| Annual return | 16.00% | 38.95%-22.9pp | 36.82%-20.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,701 | $2,698+37.2% | $3,665+1.0% | $2,631+40.7% |
| Participant deferral / active EE | $5,420 | $6,840-20.8% | $7,994-32.2% | $4,212+28.7% |
| Admin fee / account holder | $7,387 | $12,784-42.2% | $11,185-34.0% | $7,344+0.6% |