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 | $76,384 | $101,724-24.9% | $164,813-53.7% | $80,856-5.5% |
| Participation rate | 81.6% | 71.8%+9.8pp | 78.6%+3.0pp | 67.6%+14.0pp |
| Annual return | 12.17% | 16.72%-4.5pp | 69.93%-57.8pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,528 | $2,953-48.3% | $4,341-64.8% | $2,755-44.5% |
| Participant deferral / active EE | $2,569 | $4,477-42.6% | $6,031-57.4% | $4,296-40.2% |
| Admin fee / account holder | $1,797 | $8,227-78.2% | $12,690-85.8% | $6,918-74.0% |