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 | $78,070 | $64,121+21.8% | $78,805-0.9% | $116,875-33.2% |
| Participation rate | 88.9% | 71.0%+17.9pp | 73.6%+15.3pp | 74.5%+14.4pp |
| Annual return | 14.12% | 16.32%-2.2pp | -2.71%+16.8pp | 16.29%-2.2pp |
| Employer contribution / active EE | $1,784 | $2,257-21.0% | $4,059-56.0% | $3,288-45.7% |
| Participant deferral / active EE | $3,100 | $2,757+12.5% | $3,584-13.5% | $3,885-20.2% |
| Admin fee / account holder | $3,168 | $5,745-44.9% | $5,677-44.2% | $12,263-74.2% |