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 4-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 | $78,843 | $87,870-10.3% | $113,168-30.3% | $74,304+6.1% |
| Participation rate | 81.5% | 70.7%+10.7pp | 76.6%+4.9pp | 60.3%+21.1pp |
| Annual return | 20.49% | 26.44%-6.0pp | 24.27%-3.8pp | 29.43%-8.9pp |
| Employer contribution / active EE | $5,066 | $2,277+122.5% | $2,975+70.3% | $2,241+126.1% |
| Participant deferral / active EE | $7,345 | $4,241+73.2% | $5,107+43.8% | $3,767+95.0% |
| Admin fee / account holder | $11,553 | $3,368+243.0% | $12,068-4.3% | $2,969+289.1% |