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 | $69,906 | $80,673-13.3% | $101,326-31.0% | $84,808-17.6% |
| Participation rate | 82.4% | 77.8%+4.6pp | 81.5%+0.9pp | 68.3%+14.0pp |
| Annual return | 16.26% | 38.95%-22.7pp | 36.82%-20.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,312 | $2,698-14.3% | $3,665-36.9% | $2,631-12.1% |
| Participant deferral / active EE | $10,779 | $6,840+57.6% | $7,994+34.8% | $4,212+155.9% |
| Admin fee / account holder | $11,890 | $12,784-7.0% | $11,185+6.3% | $7,344+61.9% |