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 | $80,020 | $80,673-0.8% | $101,326-21.0% | $84,808-5.6% |
| Participation rate | 97.7% | 77.8%+19.9pp | 81.5%+16.2pp | 68.3%+29.4pp |
| Annual return | 15.08% | 38.95%-23.9pp | 36.82%-21.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,627 | $2,698-2.6% | $3,665-28.3% | $2,631-0.1% |
| Participant deferral / active EE | $10,487 | $6,840+53.3% | $7,994+31.2% | $4,212+149.0% |
| Admin fee / account holder | $12,410 | $12,784-2.9% | $11,185+11.0% | $7,344+69.0% |