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 | $71,303 | $86,929-18.0% | $102,423-30.4% | $80,856-11.8% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 13.82% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,065 | $2,369+29.4% | $3,023+1.4% | $2,755+11.3% |
| Participant deferral / active EE | $5,558 | $4,118+34.9% | $5,053+10.0% | $4,296+29.4% |
| Admin fee / account holder | $5,306 | $8,049-34.1% | $9,451-43.9% | $6,918-23.3% |