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 | $73,116 | $60,892+20.1% | $82,389-11.3% | $84,808-13.8% |
| Participation rate | 81.4% | 63.3%+18.2pp | 69.5%+11.9pp | 68.3%+13.1pp |
| Annual return | 15.25% | 37.29%-22.0pp | 28.67%-13.4pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,757 | $1,779-1.2% | $2,517-30.2% | $2,631-33.2% |
| Participant deferral / active EE | $5,817 | $3,179+83.0% | $4,155+40.0% | $4,212+38.1% |
| Admin fee / account holder | $15,159 | $5,467+177.3% | $7,231+109.6% | $7,344+106.4% |