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 | $75,595 | $148,978-49.3% | $200,582-62.3% | $84,808-10.9% |
| Participation rate | 94.4% | 84.2%+10.2pp | 86.9%+7.6pp | 68.3%+26.1pp |
| Annual return | 17.93% | 28.16%-10.2pp | 42.33%-24.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,862 | $4,815-19.8% | $6,419-39.8% | $2,631+46.8% |
| Participant deferral / active EE | $5,514 | $7,142-22.8% | $9,331-40.9% | $4,212+30.9% |
| Admin fee / account holder | $16,347 | $13,977+17.0% | $16,305+0.3% | $7,344+122.6% |