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 | $79,254 | $67,606+17.2% | $82,313-3.7% | $70,131+13.0% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.9%+1.7pp | 69.5%+9.0pp |
| Annual return | 13.84% | 21.57%-7.7pp | 25.88%-12.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,486 | $1,755-15.3% | $2,428-38.8% | $2,342-36.6% |
| Participant deferral / active EE | $3,912 | $2,987+31.0% | $3,706+5.6% | $3,332+17.4% |
| Admin fee / account holder | $486 | $4,512-89.2% | $5,608-91.3% | $4,645-89.5% |