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 | $83,359 | $78,926+5.6% | $136,749-39.0% | $84,808-1.7% |
| Participation rate | 91.0% | 62.2%+28.9pp | 72.1%+18.9pp | 68.3%+22.7pp |
| Annual return | 16.49% | 18.17%-1.7pp | 24.33%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,534 | $2,134-28.1% | $3,400-54.9% | $2,631-41.7% |
| Participant deferral / active EE | $5,219 | $3,168+64.7% | $4,692+11.2% | $4,212+23.9% |
| Admin fee / account holder | $6,850 | $6,369+7.6% | $11,386-39.8% | $7,344-6.7% |