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 | $71,944 | $95,803-24.9% | $113,168-36.4% | $84,808-15.2% |
| Participation rate | 88.3% | 72.9%+15.5pp | 76.6%+11.8pp | 68.3%+20.0pp |
| Annual return | 12.90% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,671 | $2,360+13.2% | $2,975-10.2% | $2,631+1.5% |
| Participant deferral / active EE | $5,180 | $4,242+22.1% | $5,107+1.4% | $4,212+23.0% |
| Admin fee / account holder | $3,288 | $8,989-63.4% | $12,068-72.8% | $7,344-55.2% |