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 | $74,179 | $58,828+26.1% | $77,999-4.9% | $62,891+17.9% |
| Participation rate | 89.1% | 71.1%+18.1pp | 75.5%+13.6pp | 69.3%+19.8pp |
| Annual return | 8.37% | 17.16%-8.8pp | 425.96%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,500 | $1,672+49.6% | $2,470+1.2% | $2,281+9.6% |
| Participant deferral / active EE | $2,723 | $2,686+1.4% | $3,497-22.1% | $3,203-15.0% |
| Admin fee / account holder | $787 | $4,393-82.1% | $5,480-85.6% | $4,296-81.7% |