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 | $78,450 | $109,881-28.6% | $150,045-47.7% | $84,808-7.5% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 16.74% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,229 | $3,561-9.3% | $4,693-31.2% | $2,631+22.7% |
| Participant deferral / active EE | $3,298 | $6,636-50.3% | $7,997-58.8% | $4,212-21.7% |
| Admin fee / account holder | $8,769 | $8,568+2.3% | $13,435-34.7% | $7,344+19.4% |