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 | $75,337 | $45,073+67.1% | $69,455+8.5% | $72,985+3.2% |
| Participation rate | 97.0% | 68.5%+28.5pp | 74.6%+22.4pp | 69.5%+27.5pp |
| Annual return | 15.90% | 22.65%-6.8pp | 28.97%-13.1pp | 81.00%-65.1pp |
| Employer contribution / active EE | $4,545 | $2,054+121.3% | $2,779+63.6% | $2,440+86.3% |
| Participant deferral / active EE | $2,807 | $2,602+7.9% | $3,535-20.6% | $3,607-22.2% |
| Admin fee / account holder | $940 | $3,056-69.2% | $3,839-75.5% | $5,124-81.6% |