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 | $77,906 | $59,839+30.2% | $81,983-5.0% | $79,858-2.4% |
| Participation rate | 92.1% | 61.6%+30.5pp | 69.2%+22.9pp | 69.6%+22.5pp |
| Annual return | 21.08% | 17.56%+3.5pp | 41.31%-20.2pp | 31.71%-10.6pp |
| Employer contribution / active EE | $306 | $1,713-82.1% | $2,498-87.7% | $2,471-87.6% |
| Participant deferral / active EE | $1,884 | $2,695-30.1% | $3,722-49.4% | $3,740-49.6% |
| Admin fee / account holder | $3,182 | $4,287-25.8% | $5,664-43.8% | $5,306-40.0% |