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 | $75,212 | $71,883+4.6% | $86,677-13.2% | $68,494+9.8% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | 3.61% | 3.52%+0.1pp | 35.91%-32.3pp | -7.84%+11.5pp |
| Employer contribution / active EE | $1,456 | $2,173-33.0% | $2,836-48.7% | $2,596-43.9% |
| Participant deferral / active EE | $4,265 | $3,779+12.9% | $4,656-8.4% | $4,027+5.9% |
| Admin fee / account holder | $13,914 | $6,112+127.7% | $7,493+85.7% | $5,403+157.5% |