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 | $72,833 | $41,377+76.0% | $109,313-33.4% | $62,891+15.8% |
| Participation rate | 94.7% | 57.5%+37.1pp | 71.3%+23.4pp | 69.3%+25.4pp |
| Annual return | 7.30% | 11.05%-3.7pp | 22.07%-14.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,852 | $1,276+123.5% | $3,892-26.7% | $2,281+25.0% |
| Participant deferral / active EE | $6,422 | $2,045+214.0% | $3,166+102.8% | $3,203+100.5% |
| Admin fee / account holder | $2,626 | $2,884-8.9% | $5,666-53.6% | $4,296-38.9% |