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 | $77,089 | $60,892+26.6% | $82,389-6.4% | $84,808-9.1% |
| Participation rate | 78.2% | 63.3%+14.9pp | 69.5%+8.6pp | 68.3%+9.8pp |
| Annual return | 17.15% | 37.29%-20.1pp | 28.67%-11.5pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,083 | $1,779-39.1% | $2,517-57.0% | $2,631-58.8% |
| Participant deferral / active EE | $4,970 | $3,179+56.4% | $4,155+19.6% | $4,212+18.0% |
| Admin fee / account holder | $6,590 | $5,467+20.5% | $7,231-8.9% | $7,344-10.3% |