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 | $76,777 | $95,803-19.9% | $113,168-32.2% | $84,808-9.5% |
| Participation rate | 86.0% | 72.9%+13.1pp | 76.6%+9.4pp | 68.3%+17.7pp |
| Annual return | 16.78% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,819 | $2,360-22.9% | $2,975-38.8% | $2,631-30.8% |
| Participant deferral / active EE | $3,208 | $4,242-24.4% | $5,107-37.2% | $4,212-23.8% |
| Admin fee / account holder | $1,842 | $8,989-79.5% | $12,068-84.7% | $7,344-74.9% |