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 | $74,778 | $56,277+32.9% | $80,975-7.7% | $62,891+18.9% |
| Participation rate | 92.5% | 69.0%+23.5pp | 75.8%+16.7pp | 69.3%+23.2pp |
| Annual return | 8.89% | 22.12%-13.2pp | 17.10%-8.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,096 | $1,943-43.6% | $3,714-70.5% | $2,281-51.9% |
| Participant deferral / active EE | $3,585 | $4,195-14.5% | $5,696-37.1% | $3,203+11.9% |
| Admin fee / account holder | $3,240 | $3,741-13.4% | $5,516-41.3% | $4,296-24.6% |