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 9-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 | $79,877 | $80,673-1.0% | $101,326-21.2% | $84,808-5.8% |
| Participation rate | 82.4% | 77.8%+4.6pp | 81.5%+0.9pp | 68.3%+14.1pp |
| Annual return | 21.12% | 38.95%-17.8pp | 36.82%-15.7pp | 40.90%-19.8pp |
| Employer contribution / active EE | $6,273 | $2,698+132.5% | $3,665+71.1% | $2,631+138.4% |
| Participant deferral / active EE | $13,709 | $6,840+100.4% | $7,994+71.5% | $4,212+225.5% |
| Admin fee / account holder | $7,521 | $12,784-41.2% | $11,185-32.8% | $7,344+2.4% |