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 | $72,499 | $95,803-24.3% | $113,168-35.9% | $84,808-14.5% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 18.73% | 25.00%-6.3pp | 24.27%-5.5pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,880 | $2,360-20.3% | $2,975-36.8% | $2,631-28.5% |
| Participant deferral / active EE | $5,203 | $4,242+22.6% | $5,107+1.9% | $4,212+23.5% |
| Admin fee / account holder | $9,557 | $8,989+6.3% | $12,068-20.8% | $7,344+30.1% |