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 | $71,394 | $58,851+21.3% | $115,157-38.0% | $72,985-2.2% |
| Participation rate | 87.5% | 65.5%+22.0pp | 75.9%+11.6pp | 69.5%+18.0pp |
| Annual return | 21.37% | 23.16%-1.8pp | 35.60%-14.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $599 | $1,798-66.7% | $3,179-81.2% | $2,440-75.5% |
| Participant deferral / active EE | $3,510 | $2,643+32.8% | $4,168-15.8% | $3,607-2.7% |
| Admin fee / account holder | $1,867 | $6,370-70.7% | $7,088-73.7% | $5,124-63.6% |