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 | $81,966 | $39,122+109.5% | $57,179+43.4% | $62,891+30.3% |
| Participation rate | 72.4% | 70.5%+1.9pp | 75.3%-2.9pp | 69.3%+3.1pp |
| Annual return | 7.41% | 9.23%-1.8pp | 14.59%-7.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,581 | $1,874+91.1% | $2,682+33.5% | $2,281+57.0% |
| Participant deferral / active EE | $3,481 | $2,374+46.6% | $3,096+12.4% | $3,203+8.7% |
| Admin fee / account holder | $6,229 | $2,592+140.3% | $3,139+98.4% | $4,296+45.0% |