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 | $78,803 | $138,347-43.0% | $184,203-57.2% | $80,856-2.5% |
| Participation rate | 88.6% | 83.9%+4.7pp | 86.8%+1.8pp | 67.6%+21.0pp |
| Annual return | 14.54% | 20.02%-5.5pp | 28.81%-14.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,909 | $4,850-40.0% | $6,427-54.7% | $2,755+5.6% |
| Participant deferral / active EE | $7,505 | $7,071+6.1% | $9,131-17.8% | $4,296+74.7% |
| Admin fee / account holder | $7,965 | $10,483-24.0% | $13,901-42.7% | $6,918+15.1% |