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 | $80,980 | $74,927+8.1% | $101,794-20.4% | $84,808-4.5% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.2%+3.2pp | 68.3%+4.1pp |
| Annual return | 13.21% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,833 | $1,522+20.4% | $2,289-19.9% | $2,631-30.3% |
| Participant deferral / active EE | $3,962 | $3,099+27.9% | $4,084-3.0% | $4,212-5.9% |
| Admin fee / account holder | $5,249 | $6,514-19.4% | $8,777-40.2% | $7,344-28.5% |