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 | $67,937 | $101,724-33.2% | $164,813-58.8% | $80,856-16.0% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.6%+8.4pp |
| Annual return | 10.82% | 16.72%-5.9pp | 69.93%-59.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,957 | $2,953+0.1% | $4,341-31.9% | $2,755+7.3% |
| Participant deferral / active EE | $6,426 | $4,477+43.5% | $6,031+6.5% | $4,296+49.6% |
| Admin fee / account holder | $7,777 | $8,227-5.5% | $12,690-38.7% | $6,918+12.4% |