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 | $77,893 | $87,870-11.4% | $113,168-31.2% | $74,304+4.8% |
| Participation rate | 96.3% | 70.7%+25.5pp | 76.6%+19.7pp | 60.3%+35.9pp |
| Annual return | 14.99% | 26.44%-11.4pp | 24.27%-9.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $3,203 | $2,277+40.7% | $2,975+7.7% | $2,241+42.9% |
| Participant deferral / active EE | $6,245 | $4,241+47.2% | $5,107+22.3% | $3,767+65.8% |
| Admin fee / account holder | $4,509 | $3,368+33.9% | $12,068-62.6% | $2,969+51.9% |