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 | $68,757 | $95,803-28.2% | $113,168-39.2% | $84,808-18.9% |
| Participation rate | 92.1% | 72.9%+19.2pp | 76.6%+15.5pp | 68.3%+23.8pp |
| Annual return | 14.78% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,381 | $2,360+0.9% | $2,975-20.0% | $2,631-9.5% |
| Participant deferral / active EE | $4,007 | $4,242-5.5% | $5,107-21.5% | $4,212-4.9% |
| Admin fee / account holder | $6,847 | $8,989-23.8% | $12,068-43.3% | $7,344-6.8% |