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 | $74,964 | $101,724-26.3% | $164,813-54.5% | $80,856-7.3% |
| Participation rate | 89.2% | 71.8%+17.4pp | 78.6%+10.6pp | 67.6%+21.6pp |
| Annual return | 13.58% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,879 | $2,953+31.3% | $4,341-10.6% | $2,755+40.8% |
| Participant deferral / active EE | $3,244 | $4,477-27.5% | $6,031-46.2% | $4,296-24.5% |
| Admin fee / account holder | $8,738 | $8,227+6.2% | $12,690-31.1% | $6,918+26.3% |