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 | $76,913 | $95,803-19.7% | $113,168-32.0% | $84,808-9.3% |
| Participation rate | 85.4% | 72.9%+12.6pp | 76.6%+8.9pp | 68.3%+17.1pp |
| Annual return | 14.86% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $924 | $2,360-60.8% | $2,975-68.9% | $2,631-64.9% |
| Participant deferral / active EE | $7,185 | $4,242+69.4% | $5,107+40.7% | $4,212+70.6% |
| Admin fee / account holder | $10,346 | $8,989+15.1% | $12,068-14.3% | $7,344+40.9% |