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 | $72,553 | $105,856-31.5% | $285,549-74.6% | $116,875-37.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 83.2%+16.8pp | 74.5%+25.5pp |
| Annual return | 10.84% | 16.47%-5.6pp | 7.15%+3.7pp | 16.29%-5.5pp |
| Employer contribution / active EE | $2,751 | $2,968-7.3% | $5,022-45.2% | $3,288-16.3% |
| Participant deferral / active EE | $3,055 | $2,757+10.8% | $4,549-32.8% | $3,885-21.4% |
| Admin fee / account holder | $5,803 | $7,416-21.7% | $13,934-58.3% | $12,263-52.7% |