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 | $76,757 | $101,724-24.5% | $164,813-53.4% | $80,856-5.1% |
| Participation rate | 81.1% | 71.8%+9.3pp | 78.6%+2.5pp | 67.6%+13.5pp |
| Annual return | 27.88% | 16.72%+11.2pp | 69.93%-42.0pp | 35.59%-7.7pp |
| Employer contribution / active EE | $2,720 | $2,953-7.9% | $4,341-37.3% | $2,755-1.3% |
| Participant deferral / active EE | $6,189 | $4,477+38.2% | $6,031+2.6% | $4,296+44.1% |
| Admin fee / account holder | $12,952 | $8,227+57.4% | $12,690+2.1% | $6,918+87.2% |