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 | $76,019 | $109,413-30.5% | $156,263-51.4% | $84,808-10.4% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 19.30% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,576 | $2,907-11.4% | $4,333-40.5% | $2,631-2.1% |
| Participant deferral / active EE | $6,768 | $4,590+47.5% | $6,158+9.9% | $4,212+60.7% |
| Admin fee / account holder | $7,111 | $9,357-24.0% | $14,255-50.1% | $7,344-3.2% |