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 | $84,512 | $60,892+38.8% | $82,389+2.6% | $84,808-0.3% |
| Participation rate | 73.3% | 63.3%+10.0pp | 69.5%+3.7pp | 68.3%+4.9pp |
| Annual return | 13.45% | 37.29%-23.8pp | 28.67%-15.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,233 | $1,779+25.5% | $2,517-11.3% | $2,631-15.1% |
| Participant deferral / active EE | $4,687 | $3,179+47.4% | $4,155+12.8% | $4,212+11.3% |
| Admin fee / account holder | $5,523 | $5,467+1.0% | $7,231-23.6% | $7,344-24.8% |