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 | $75,800 | $109,881-31.0% | $150,045-49.5% | $84,808-10.6% |
| Participation rate | 81.0% | 76.1%+4.9pp | 82.3%-1.4pp | 68.3%+12.6pp |
| Annual return | 16.68% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,061 | $3,561-42.1% | $4,693-56.1% | $2,631-21.7% |
| Participant deferral / active EE | $6,528 | $6,636-1.6% | $7,997-18.4% | $4,212+55.0% |
| Admin fee / account holder | $1,836 | $8,568-78.6% | $13,435-86.3% | $7,344-75.0% |