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 | $81,676 | $60,892+34.1% | $82,389-0.9% | $84,808-3.7% |
| Participation rate | 77.8% | 63.3%+14.5pp | 69.5%+8.2pp | 68.3%+9.5pp |
| Annual return | 14.67% | 37.29%-22.6pp | 28.67%-14.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,122 | $1,779+75.4% | $2,517+24.0% | $2,631+18.6% |
| Participant deferral / active EE | $6,582 | $3,179+107.1% | $4,155+58.4% | $4,212+56.3% |
| Admin fee / account holder | $6,371 | $5,467+16.5% | $7,231-11.9% | $7,344-13.2% |