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 | $73,721 | $60,892+21.1% | $82,389-10.5% | $84,808-13.1% |
| Participation rate | 73.3% | 63.3%+10.1pp | 69.5%+3.8pp | 68.3%+5.0pp |
| Annual return | 14.75% | 37.29%-22.5pp | 28.67%-13.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,972 | $1,779+10.8% | $2,517-21.7% | $2,631-25.0% |
| Participant deferral / active EE | $2,701 | $3,179-15.0% | $4,155-35.0% | $4,212-35.9% |
| Admin fee / account holder | $5,436 | $5,467-0.6% | $7,231-24.8% | $7,344-26.0% |