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 | $80,657 | $64,707+24.6% | $112,228-28.1% | $68,494+17.8% |
| Participation rate | 85.5% | 67.2%+18.3pp | 75.1%+10.4pp | 67.9%+17.6pp |
| Annual return | 13.75% | -11.40%+25.2pp | 27.45%-13.7pp | -7.84%+21.6pp |
| Employer contribution / active EE | $3,189 | $2,746+16.1% | $3,635-12.3% | $2,596+22.8% |
| Participant deferral / active EE | $6,969 | $3,565+95.5% | $4,728+47.4% | $4,027+73.0% |
| Admin fee / account holder | $26,406 | $5,232+404.7% | $6,410+311.9% | $5,403+388.7% |