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 | $80,557 | $57,016+41.3% | $84,966-5.2% | $80,856-0.4% |
| Participation rate | 76.1% | 56.3%+19.7pp | 67.5%+8.6pp | 67.6%+8.4pp |
| Annual return | 16.56% | 21.66%-5.1pp | 66.38%-49.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,840 | $1,798+58.0% | $2,727+4.1% | $2,755+3.1% |
| Participant deferral / active EE | $3,292 | $3,110+5.9% | $4,519-27.2% | $4,296-23.4% |
| Admin fee / account holder | $3,587 | $4,980-28.0% | $6,149-41.7% | $6,918-48.2% |