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 | $76,743 | $57,016+34.6% | $84,966-9.7% | $80,856-5.1% |
| Participation rate | 95.7% | 56.3%+39.4pp | 67.5%+28.2pp | 67.6%+28.1pp |
| Annual return | 14.42% | 21.66%-7.2pp | 66.38%-52.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,246 | $1,798+80.6% | $2,727+19.0% | $2,755+17.8% |
| Participant deferral / active EE | $5,669 | $3,110+82.3% | $4,519+25.4% | $4,296+32.0% |
| Admin fee / account holder | $5,894 | $4,980+18.3% | $6,149-4.1% | $6,918-14.8% |