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 | $78,622 | $74,927+4.9% | $101,794-22.8% | $84,808-7.3% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 15.73% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,525 | $1,522+0.2% | $2,289-33.4% | $2,631-42.0% |
| Participant deferral / active EE | $4,035 | $3,099+30.2% | $4,084-1.2% | $4,212-4.2% |
| Admin fee / account holder | $3,873 | $6,514-40.5% | $8,777-55.9% | $7,344-47.3% |