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 | $84,153 | $72,277+16.4% | $101,248-16.9% | $79,858+5.4% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 18.36% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,084 | $2,692-22.6% | $3,660-43.1% | $2,471-15.7% |
| Participant deferral / active EE | $5,471 | $3,282+66.7% | $4,370+25.2% | $3,740+46.3% |
| Admin fee / account holder | $1,880 | $4,400-57.3% | $5,945-68.4% | $5,306-64.6% |